1.9		MS Project Connector	appnav Project
2		Getting Started with Gemini 5	usage projects templates
2.5.1		The Grid	usage Excel
2.5.2		The Planner	usage
2.5.3		Activity Page	usage time
2.5.4		Timeline Page	usage time
2.5.5		Roadmaps and Changelogs	usage time
2.5.8		The Calendar	usage projects add-ons time plugins ms-outlook
2.5.9		Burndown and Burnup Charts	usage time reporting
2.5.11		The Data Import Wizard	admin database templates Excel migration
3		Creating and Managing Tasks	usage
3.1		Creating Tasks	projects templates
3.2		Rapid Planning (Creating Multiple Tasks)	usage projects templates
3.3		The View Item Page	usage projects sentry
6.1		Introduction to Sentry	usage testing sentry
6.2		Test Cases	usage testing sentry
6.3		Test Plans	usage testing sentry
6.4		Test Runner (Executing Tests)	usage testing sentry
6.5		Test Run History	usage testing sentry
10.5		Item Management
10.5.1		Overview
10.5.2		Creating
10.5.3		Editing
10.5.4		Viewing
10.5.5		Visibility
10.5.6		Custom Fields	custom-fields
10.5.7		Comments
10.5.8		Hierarchy
10.5.9		Links
10.5.10		Recurrence
10.5.11		Estimates & Time Logs	time
10.5.12		Source Control Links
10.5.13		Audit Trails
10.5.14		Workflow
10.5.15		Filter Items	find-filter
10.5.15.1		Using the Filter	find-filter
10.5.15.2		Saving and Reusing Filters	find-filter
10.5.15.3		Cross Project Roll-ups	find-filter
10.5.16		Patterns	usage projects
10.7		Time Management	time
10.7.1		Time Reports	time
10.7.2		Recording Time	usage
10.10.1.5		Item Management	admin
10.12.9		Custom Fields API	custom-fields api
10.12.11		Items API	api

45 documents found.

Workflows enable the controlled transition of an item from creation to closure.

Gemini Administrators can define the possible list of transitions and then link together to create specialized workflows that can be assigned to either Projects or specific Item types.

When creating or editing an item you can change the status according to the “rules” specified within the applicable workflow.

Item Status Values

A status value describes the current state of an item.

Gemini Administrators can define a custom status value with a relevant image.

The Assigned Status option is used to signal whether the state represents that an item has been resourced.

The Final Status option option indicates that the item is in a “closed” state.

Defining Workflows

A workflow consists of statue values organized logically. Simply decide which state values should participate in the workflow.

Drag-drop to sort the ordering of the items.

Now edit each item in the list and define the transitions.

In the above example, only “Developers” and “Managers” can transition from “Unassigned” to “Assigned” or “In Progress”.

Attaching Workflows to Projects

Workflows should be attached to projects thus ensuring all items flow through the same workflow.

Attaching Workflows to Item Types

For complete control, workflows can also be attached to individual item types. In doing so, the project level workflow is then overridden.

Simply edit an item type and select an appropriate workflow.

Hierarchy and Workflow

When an item is a parent of another item, then certain status values not be available on the parent.

Typically the “Closed” status value maybe unavailable for selection due to a dependent item not being closed yet. This is because parent items cannot be closed until all dependent items have been closed.