Initiate Task


  1. Overview

  • Basic details about the project shall be recorded at this step of the workflow. 


  1. Sections


  • The section Kanban cards is not visible initially but it will appear based on the type of project. 

Sections

Visible

Editable

Project Details

✔

✔

Project Team

✔

✔

Tasks - Kanban

❌

❌



  1. Routing

  • Please refer to the diagram in the Overview section to see an end-to-end workflow.

  • A Project form can only be routed forward to the approval step. 


  1. Entering Started Task

  • The Initiate task is entered after starting a new Project Form.        

  1. Submitting Started Task


  • Submitting Started Task will follow the standard routing process. Please refer to the routing process in the introduction module of this guide for more details.

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