A workflow is used to conduct a process or procedure for a project using a series of consecutive steps, with each step assigned to a user and having a specific completion date. A workflow is automatically added to a Project Profile when any of the Company and/or Contract Profiles added to the project have existing workflows stored in their Profile. A workflow that is specific to the project must be added from the Workflows screen in the Project Profile, which displays when the Workflows link is selected. A workflow is added to a project using the Workflow Wizard.

A Task List is a simplified version of a workflow in that messaging is not available for individual steps and none of the steps can be approved or declined. Therefore, it is recommended that you review both the Workflow and Task List features to determine which option better suits your needs.

You can perform the following activities related to a project workflow:

• Review existing workflows
• Review Workflow Profile
• Locate a workflow
• Create a Workflow. When adding a project workflow, the option window below displays since you can add a workflow to the Project Profile, as well as any of the Contract or Company Profiles housed in the project. When you choose:
  • Select a contract or company radio button, a window displays with a list of the Contract and Company Profiles contained in the project. Once you select a profile, the workflow you add to the Company or Contract Profile is not only added to the Profile in the project, it is also added to the Profile in Conga Contracts.
  • Select the current project radio button, the workflow is limited to the Project Profile and only available to yourself and/or the members of your Project Team.
• Receive Email for a Workflow Step
• Viewing Workflow Steps
• Manage Workflow Documents
• Send a Message for a Workflow Step
• Approve a Workflow Step
• Reassign a Workflow Step
• Complete a Workflow Step
• Close and Re-open Workflows
• Edit and Delete Workflows