Processing workflows

Users start the workflow by clicking a button in the object toolbar. For example, you can launch a workflow for a formula, item, project, and other objects.

In the Launch Workflow dialog, specify a start date for the workflow. The start date can be in the future or in the past. The default date is the current date. Then, click Start in the Launch Workflow dialog.

Workflows can be launched by scripts outside of objects. This method does not require user intervention.

A task list shows all workflow tasks for each user. Clicking the event buttons progresses the workflow.