Setting Workflow

After you have successfully installed VIP Task Manager, you can start organizing your company activity, roles, resources and workflow into one common database.

Company activities should gather logically-related tasks into tasks groups. Your company may have process-, project-, product-, client-, etc. oriented activity, so you should decide which way is better for your company.

Process-oriented	Project-oriented

Product-oriented	Client-oriented

The parent Task Group is created by default and has a name of the database file. You can rename it if you want.

Select Task Group	Click on New Group button	Enter Name of Task Group and click OK

If main Task Groups are not enough, you can create sub-groups the same way you created main ones:

Select a Task Group	Click on New Group button	Enter Name of Task Group and click OK

Another important thing you should do is to create personal Task Group for each team member. They use these folders to manage minor tasks (ex.: the tasks they should do to complete the tasks assigned to them by their manager). By default no one else except for that particular user will be able to see his or her Task Group and tasks in it. Let's not do it now as there is an option to create these Task Groups automatically when adding new users (see Setting Resources).

Task workflow may start with 'Draft' Status, when task is outlined but not scheduled, assigned, communicated, etc. Then it becomes 'Created' i.e. scheduled, assigned to Resource and Notification of it is sent to all concerned. When the Task is being handled by assigned Resource, it has 'In Progress' Status. Sometimes it may be 'Cancelled'. When the Task is 'Completed' by assigned Resource, it can be 'Verified' by Owner or Supervisor.

Each company has its own workflow so you can create your own Task Statuses, edit or delete those set by default.

Menu 'Tools' -> 'Edit Workflow'