What is a workflow?
A workflow is a set of processes that are followed to complete a job. Workflows include all of the tasks assigned to users, automated scripts, notifications, decision trees, triggers and approvals required. Workflows can be created, edited and managed using the workflow editor. Workflows are well suited for organizations with a relatively large number of similar projects. Creating and using workflows in TACTIC Project will provide predictibility, accountability and automation to project owners.
The workflow engine takes a defined workflow, including its process nodes and connections, and ensures that information is propogated correctly. This includes pushing statuses through each of the connected nodes, executing automated processes and making automated decisions at conditionals.
The engine is versatile - for example, if the engine comes across a process node with a task, it can notify assigned users and will wait until that particular task is completed. Alternatively, it can send a message to an external service and will hold the workflow until a message is received back from that automated process.
It is also possible to define multiple streams and parallel process nodes in a workflow can be executed simultanously in a distributed fashion.
These are just some examples of the powerful automation you can build in the TACTIC Project Workflow Editor.
Workflows are created using the interactactive Workflow Editor. Access the editor from the navigation menu item "Workflows".
The interactive workflow editor
The Workflow Editor includes tools for creating large, complex workflows, and managing these workflows in a library.
You build each workflow by dragging process nodes onto the canvas, and connecting nodes to create dependencies.
For more information in creating workflows, see Creating Workflows.