Administering Projects and Lifecycles › Define a Process

Define a Process

The processes defined for a state determine what activities users can perform in that state. Each process type has its own associated Properties dialog. The Properties dialogs let you define processes and establish default values for them.

Follow these steps:

1. Click the Lifecycles tab of the Administrator application.
2. Navigate to the state in which you want to create the process, right-click the Processes folder, and select New, process name from the shortcut menu.

   The Properties dialog appears.

3. Define the properties of the process and click Apply.

   Saves the process definition, but does not close the dialog.

4. Click the Access tab and set access for the process. Click OK.

   The process is created and appears in the Processes folder.

More information:

How to Define a Lifecycle