Note: This function only applies to Free-form plans. The approval workflow feature for goal-based plans is built-in.

A simple workflow feature for plans provides the ability to define steps such as 'Prepare', 'Review', and 'Approve', and select which team members are able to select a step. Workflow steps are defined within a workflow channel and a channel can then be assigned to a plan via the Manage Plans > [Plan] > Properties function.

To Create a Channel

1.Click the Create link

2.Add a Name and optional Description

3.Check the box to make the channel available for assignment

4.Click Submit

Use the Edit link to update any of the above information

To Add Steps to a Channel

1.Click the Add Step link

2.Add a Name and optional Detail

3.Select the Access Type. This relates to the team type for to a plan

4.Make sure that the 'None - end of flow' access type is the last step

5.Click Submit

Use the Edit link to update any of the above information