Table of Contents

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  1. Preface
  2. Introduction
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

Designing Projects

Designing Projects

A Project can be created from scratch by choosing the specific Tasks needed, or you can create a Project by using one of the included .  Using a template is generally the fastest approach for creating a Project, since each template contains a pre-defined group of Tasks for performing commonly used business processes. 
To work with Project definitions, click
Workflows
from the Main Menu, and then click
Projects
.   Then drill down through the folders (on the left side of the page) to view the list of Projects within them.
Options are available to create and manage folders and Projects from within this page. If a user does not have read, write or execute permission for a Project folder, the folder and the Projects inside it are not displayed.

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