Special Process actions

Action: Special Process

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 chooses the "Completion" progression, you might feel it is appropriate to prompt the user to review all the time/activities on that job using the approval process. Therefore, this can be built into the progression as highlighted below.

Different object types (Issues, Sales, Projects, etc.) have different processes associated with them, but they generally include:

• Assign/reassign manager
• Create budget - select whether to track hours or the fees/costs as well.
• approval of time/work
• Work done - close any open tasks
• Invoice

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