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ProjeQtOr free project management software - [SOLVED] What should be the steps I should follow to best use ProjeQtOr? - Page 2 - ProjeQtOr

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[SOLVED] What should be the steps I should follow to best use ProjeQtOr?

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29 Mar 2016 10:59 #7 by sagar.toshniwal

You will design your own workflows, that can differ for tickets and for activities,

Yes, I designed two separate flows.

and than can even differ depending on the type (Support ticket may not follow same workflow as Anolamy ticket or Changez request tickets)

That's exactly where I am stuck at. Can you help me do this - how do I make sure that tickets take my "custom designed" flow for tickets and Projects take another "custom designed" flow?

Thanks!

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29 Mar 2016 11:59 #8 by sagar.toshniwal

sagar.toshniwal wrote:

You will design your own workflows, that can differ for tickets and for activities,

Yes, I designed two separate flows.

and than can even differ depending on the type (Support ticket may not follow same workflow as Anolamy ticket or Changez request tickets)

That's exactly where I am stuck at. Can you help me do this - how do I make sure that tickets take my "custom designed" flow for tickets and Projects take another "custom designed" flow?

Thanks!

I could figure it out by myself! I can set Custom Workflows via the "List of types" option. Am I doing it right??

Also, I now have another situation. In my workflow, a user profile "Project Manager" has to take some action so that flow moves ahead. Under this "Project Manager" profile, I have added 5 different users. So it means, these 5 users are now project managers. When my workflow comes at this stage and is stuck now. I think somehow I need to tell the system which of these 5 "Project Managers" to choose from? How do I do that?

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29 Mar 2016 16:05 #9 by babynus

I could figure it out by myself! I can set Custom Workflows via the "List of types" option. Am I doing it right??

Yes, it's the way to do it.

I think somehow I need to tell the system which of these 5 "Project Managers" to choose from? How do I do that?

No you don't have to tell which. Any of them can.
But only them can. Workflow can seem struck for you (if you are not Project Manager)

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