XTM Cloud v 13.1

Finishing and rejecting tasks

While in Project Editor, you as a PM can:

  • finish a task and move the file onto the next step in the workflow

    To finish a task and move the file onto the next step in the workflow:
    1. Use the green arrow circle-caret-right-green.svg icon

    2. Click Save.

  • send a task back to the previous step using the red arrow circle-caret-left-red.svg icon

    To send a task back to the previous step in the workflow:
    1. Use the red arrow circle-caret-left-red.svg icon

    2. Click Save.

  • finish a project that is partially complete:

    To finish a project that is partially complete:
    1. Manually move the project through all steps in the workflow, including the last step.

    2. Click Save.

workflow__manage.png

Managing the workflow