Project Information

Workflow Manager 2020

The Project Information tab of the Project Details page is where you can set project status and specify whether or not new workflow requests can be created for this project.

Project Details Page / Project Information Tab

The following options are available on the Project Information tab of the Project Details page.

Project Information Tab of Project Details Page 

Option

Description

Status

The status of a project can be either Active or Inactive. Workflow requests can only be assigned to active projects.

Tip:Changing the status of the project also automatically updates the status of all of its associated workflow requests.

Allow new workflows

If a project’s status is set to Inactive, then all of its associated active workflow requests are also made inactive.

If you want to mark this project as “inactive” but allow all of its associated active workflow requests to remain active, leave the project’s Status set to Active but set its Allow new Workflows property to No.

With this property set to No, customers will be unable to create any new workflow requests for this project, but the active workflow requests will remain active and will be included in reporting.

Workflows

This read-only field lists the number of active and inactive workflows associated with this project.

Project ID

An optional identifier for the project. This could be an internal project tracking number, or an identifier in your CRM software.

Project locator

Not currently in use.