Create a Special Process Action

Customize your progressions to prompt the manager to approve time logged, or to prompt your user creating the project to plan the project, or to invoice a project once it’s completed by adding “Special Process” action to your status change.

This powerful tool is only available for Premium users as part of the Business Progression & Fields.

Of all the Progression Actions available, Special Process is the most unique one available. It allows you to link a process for that object, such as approving an issue, or invoicing for a job, into the progression.

For example, when the project manager changes to "Completion" status, you can prompt the user to review all the time/activities on that job using the Approval process. Built this into the progression by picking the Special Process as highlighted below.

To create a Special Process action:

  1. Find the progression you want to add a Special Process action for, and then select this option from the drop-down list on the right-hand side.

  2. The Create Progression Action Field screen will appear.

Screen Shot 2015 11 02 at 2.29.39 PM

You can then configure the default values for the Special Process, such as::

  • Assign/Unassign - This is to reassign the Manager

  • Create Budget- Select whether to track hours or the fees/costs as well.

  • Approve - Go to the Approval screen for time/work

  • Work Done/Cancelled - Complete/Cancel any open Tasks.

  • Invoice - Begin constructing an Invoice

  • Plan - Proceed to planning the Project

  • Status Board - Assign your Project Tasks/Milestones

  • Add Contributors - Add Contributors to your Object

Please see the Job or Issue action pages in the navigation for more details.

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