Adding rows to the workflow
Add rows to the workflow to add more tasks, form tasks, and approvals.
About this task
Procedure
-
Decide what dependency option you want the new task or stage to use: Click In
series and select No dependencies, In
series, or In parallel.
Your selection remains in effect until you change it again.
- In the workflow, click the stage or task name that you want the new row to follow.
-
Click Add row and then select Task,
Approval, Form Task,
or Flowchart approval. To add a new stage, click Add
stage.
Unica Plan adds the new row to the workflow. Stages display with a shaded background; tasks and approvals have different identifying icons.
- Add a stage or task.
- To add a stage, click the Add stage.
- To add a user task, click the Add task.
- Optional: Change the dependency that is assigned
by the system to the row. The numbers of the tasks that a task or
stage depends on display in parentheses after the name. If a date
for one task changes, the system changes the dates for all the dependent
tasks.
For example, suppose that you add a task and its name is 2.5 Deliver draft to vendor (2.4)2.5 Generate List (2.4). To make this task dependent on task 1.3 instead of task 2.4, change the task name to 2.5 Deliver draft to vendor (1.3)2.5 Generate List (1.3). To make this task dependent on both task 1.3 and task 2.4, separate the task numbers with commas: change the task name to 2.5 Deliver draft to vendor (1.3, 2.4)2.5 Generate List (1.3, 2.4).
For more information, see Task dependencies.
Results
The stage or task is added to the workflow after the insertion point.