Set up Workflow in Admin

Workflow is a group of tasks that together define a work process of a style.

Introduction & best practice

The workflow in Delogue is a group of tasks that if predefined by a company admin user to help easily set up the process for each individual style. Each task is given relation in days for the system to calculate each task deadline based on the final deadline given on the style level.  

This means that the workflow can be reused season after season. 

Table of content

• Create Workflows
• Adding Tasks to Workflows
• Edit Workflow or Tasks
• Filter in Columns
• Delete Workflow or Tasks

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Creating workflows

This part can only be done by an admin user.

When creating workflows and tasks, think of them as templates.

It's a good idea to specify each task and write common terms that you and your team members will easily understand. For example, in this case, we named our two workflows as 'Development' and 'Prices & Integration'.

Step-by-step

1. Go to 'Admin' and select 'Workflow' from the menu bar. 

2. Click on 'Add workflow' to create your first workflow. 

You can create as many workflows as needed. 

 

3. Give your workflow a name and select a color for a more visual overview. Once you're done, click on the green 'save' icon. 

 

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Adding tasks to the Workflow

After creating a workflow, it is time to add tasks to it. You can create as many tasks as needed in each workflow, according to your company's needs.

1. Start by selecting the workflow you want to add a task to and click the 'Add Task' button

 

2. In the pop-up window:

• Give your task a name

• Set a deadline for this task to be done. 

• Assign the task to
  • Brand contact (of the style) 
  • Supplier contact (of the style) 
  • Brand person (selection)
  • None
• Click 'OK' to finish
  
  
  

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Edit a workflow and/or tasks

If for instance, you need to change a workflow or task name, simply mouse over on the name or double-click on it. When in edit mode, type in the new name and click the green small icon to save your changes.

For tasks, it is possible to edit everything - a pop-up will appear where you can change the name, the number of days before the deadline, and who it should be assigned to.

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Filter in columns

Once tasks are added to a workflow, you can make a filter for each column - so you change the order of the list of tasks.
 

1. Mouse over a column name and click on the menu icon.

2. Make the filter by selecting data from a list or typing in data. Finish by clicking on the 'Apply' button.

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Delete workflows or tasks

When deleting a workflow, all its tasks in the Admin section will be removed and the workflow name will also get deleted from any Style that it has been added to. However, the tasks of the workflow will remain on the styles.

When deleting a task, it will be removed from the workflow in the Admin section. But, it will still be on all the style where you added the workflow.

 

To delete any workflow or task: 

1. Simply mouse over the workflow or task.

2. Click on the 'delete' icon. 

3. Confirm your actions in the confirmation pop-up. 

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Next Steps

• Add Workflows to specific Styles