Routes and Tasks

  View a Route Access & Task Sequence

Access a Part, EC, Info Tracker, or Project Lifecycle page on the object category tree.

The object Lifecycle is displayed at the top of the page.

Approvals/Tasks and Routes are displayed on tabs at the bottom of the page.

See also Add Tasks and Routes.

Route Icons

  1. Click the Route icon for more information.

Routes/Workflows window appears, displaying a list of routes.

  1. Click the route Name.

The Route Properties window displays.

  1. Select Access on the route category tree.

The route Assignees page displays.

NOTE:    The Route members were emailed to complete the Tasks when the Route was triggered.

  1. Select Tasks (Graphical) on the route category tree.

The Tasks (Graphical) page displays the current review sequence.

  1. When the Route is completed by all members, the related Content automatically promotes to the next state.