Setting up a new business and I want to track progress on Building certification jobs.
Basic steps are:
How do I set this up and is worflow the right way to do it?
Any guidance or even a URL to a tutorial would be great.
Actually, there's not a lot more to it.
You have a process that a item should go through, and to build a workflow, you need to get a list of distinct steps, and link them together with actions that change the status.
Your list is not quite the status list, I think it's a mix of status and transition - you want status to represent where the item is in the process and transtions to be what you do to progress. An easy way to identify a status is to use it as a description - "My issue is New, my issue is Waiting for acceptance, my issue is complete"
To step through yours, I'd say you want
... and so-on.
You might also want to think about breaking it up a bit - check list and follow-up docs might be better as sub-tasks or even just check boxes to confirm you've done it.
The other tips are generalised:
I have multiple projects that use variations of the same base workflow. The variations depend on the requirements of the project or issue type. The variations mostly come in the form of new statuses ...
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