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Altura's workflow functionality allows you to set default tasks and schedule items that automatically appear as soon as a project is moved to a particular swimlane. For example, tasks relevant to the Go/No-Go automatically show up in the project when you move it into the Go/No-Go column. When you move the project to the next phase, such as Qualification, specific qualification tasks and items are added.
Steps to add tasks and schedule items in workflows
1. Click on the three dots (...) at the top right of the project board
Go to the menu of your project board where you want to modify the workflow
2. Click 'Edit workflows'
You now open an overview of the swimlanes and phases you have set up on the board.
3. Review your swimlane and click 'Add workflow'
For each swimlane you will see the option to add a workflow. Choose the swimlane for which you want to set up tasks and schedule items.
4. Select 'Task' or 'Planning item'
Click 'Add Workflow' and select the type of item you want to add: a task or a planning item.
5. Set the details of the task or planning item
- Give the task or item a clear title.
- Set a deadline. This deadline is automatically calculated based on when the project entered the column. For example, you can set that a particular task must be completed 3 days after publication.Set the details of the task or scheduling item
Click 'Add' to add the task or schedule item to the workflow. Repeat this process for other phases and tasks that should appear in your workflow by default.Click 'Add' to add the task or schedule item to the workflow. Repeat this process for other phases and tasks that should appear in your workflow by default.