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Index Project Templates: Process Workflow
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 1      Installing Gemini 5
 1.1        Pre-requisite Checks
 1.2        Installing Gemini 5 Using Automated Installer
 1.3        Installing Gemini 5 Using Zip File
 1.4        Upgrading 5.0 to 5.1
 1.5        Upgrading 4.2 to 5.1
 1.6        Using Windows Authentication
 1.7        Setting up with Geckoboard
 1.8        Setting up with Lucidchart
 1.9        MS Project Connector
 2      Getting Started with Gemini 5
 2.1        Signing in to Gemini
 2.2        Navigation in Gemini
 2.3        AppNav Cards
 2.4        Gemini Terminology
 2.5        Features and Functions
 2.5.1          The Grid
 2.5.2          The Planner
 2.5.3          Activity Page
 2.5.4          Timeline Page
 2.5.5          Roadmaps and Changelogs
 2.5.6          Documents
 2.5.7          Standard Reports
 2.5.8          The Calendar
 2.5.9          Burndown and Burnup Charts
 2.5.10           Ad Hoc Reporting with Excel
 2.5.11           The Data Import Wizard
 3      Creating and Managing Tasks
 3.1        Creating Tasks
 3.2        Rapid Planning (Creating Multiple Tasks)
 3.3        The View Item Page
 4      Structuring Projects
 4.1        Creating Projects
 4.2        Components in Gemini
 4.3        Versions in Gemini
 4.4        Setting Project Defaults
 5      Breeze - Email-to-ticketing
 5.1        Introduction to Breeze
 5.2        Breeze: Queues
 5.3        Breeze: SMTP Servers
 5.4        Breeze: Mailboxes
 5.5        Breeze: Response Templates
 6      Sentry - Testing in Gemini
 6.1        Introduction to Sentry
 6.2        Test Cases
 6.3        Test Plans
 6.4        Test Runner (Executing Tests)
 6.5        Test Run History
 7      Project Templates
 7.1        Project Templates: Introduction
 7.2        Project Templates: Process
 7.3        Project Templates: Screens and Visibility
 7.4        Project Templates: Process Workflow
 7.5        Project Templates: Custom Fields
 7.6        Project Templates: Menus
 7.7        Project Templates: Status, Priority and Severity
 7.8        Project Templates: Resolution
 7.9        Project Templates: Links
 7.10         Project Templates: Time
 8      People and Permissions
 8.1        Users
 8.2        Groups
 8.3        Permissions
 8.4        Active Directory Integration and Windows Authentication
 9      Code Review & Source Control Connectors
 9.1        SVN Server Installation
 9.2        Client Side Gemini Tortoise SVN Integration
 9.3        Git Source Control Connector
 9.4        Mercurial Source Control Connector
 9.5        TFS Source Control Connector
 9.6        Using Saucery for Code Review
 10       Gemini 4
 10.1         Getting Started
 10.2         Installing
 10.2.1           Requirements
 10.2.2           Automated Installer
 10.2.3           Microsoft Web Platform
 10.2.4           Zip File
 10.2.5           Scheduler Service
 10.3         Upgrading
 10.3.1           Upgrading Existing Installations
 10.3.2           Upgrading 4.1.x to 4.2
 10.3.3           Upgrading 4.0.x to 4.2
 10.3.4           Upgrading 3.7.x to 4.2
 10.3.5           Upgrading 3.6.x to 4.2
 10.3.6           Upgrading 3.5.x to 4.2
 10.3.7           Upgrading 3.1.x to 4.2
 10.3.8           Upgrading 3.0.x to 4.2
 10.3.9           Upgrading 3.0.0 to 4.2
 10.3.10            Upgrading 2.2 to 4.2
 10.3.11            Upgrading 2.1.x to 4.2
 10.3.12            Upgrading 2.0.x to 4.2
 10.3.13            Upgrading 1.9.1 to 4.2
 10.3.14            Upgrading 1.9/1.9a/1.9b to 4.2
 10.3.15            Upgrading 1.8.x to 4.2
 10.3.16            Upgrading 1.7 to 4.2
 10.3.17            Upgrading 1.6.3 to 4.2
 10.4         Projects
 10.4.1           Project Concepts             Grouping Projects             Components             Versions             Roadmap             Change Log             Dashboard
 10.4.2           Project Customization             Project Settings             Single, Multiple Item Options             Item Type, Priority, Severity Options             Default Values             Components             Versions             Project Attributes             Which Fields Are Displayed?
 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
 10.5.8           Hierarchy
 10.5.9           Links
 10.5.10            Recurrence
 10.5.11            Estimates & Time Logs
 10.5.12            Source Control Links
 10.5.13            Audit Trails
 10.5.14            Workflow
 10.5.15            Filter Items              Using the Filter              Saving and Reusing Filters              Cross Project Roll-ups
 10.5.16            Patterns
 10.6         Planning Board
 10.7         Time Management
 10.7.1           Time Reports
 10.7.2           Recording Time
 10.8         Notifications
 10.8.1           Project Alerts
 10.8.2           Item Watchers
 10.9         Test Management
 10.9.1           Approach
 10.9.2           Plans
 10.9.3           Cases
 10.9.4           Runs
 10.9.5           Traceability
 10.9.6           Filtering
 10.10          Management
 10.10.1            Administration              General Configuration              SMTP and Notifications              Projects              Custom Fields              Item Management              Test Management              Licensing
 10.10.2            Users & Security              User Management              Global and Project Groups              Working with Global Groups              Working with Project Groups              Available Permissions              Project Resources              Assigning Permissions to Projects              Windows Authentication              Active Directory Integration
 10.11          Using Add-on Products
 10.11.1            Visual Studio 2008/2010
 10.11.2            Gemini Desktop
 10.11.3            Microsoft Outlook
 10.11.4            Converse              Installation              Core Mailbox Setup              Selecting Emails to Process              Manipulating Email Content              Outbound Notifications              Project Mapping
 10.12          API
 10.12.1            Introduction
 10.12.2            Enabling API support
 10.12.3            Authentication
 10.12.4            Response Formats
 10.12.5            .NET Quick-start
 10.12.6            Schema Reference
 10.12.7            Administration API
 10.12.8            Alerts API
 10.12.9            Custom Fields API
 10.12.10             Groups API
 10.12.11             Items API
 10.12.12             Projects API
 10.12.13             Users API
 10.12.14             Testing API
 10.13          User Profile
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Project Templates: Process Workflow


Project Templates

Process Workflow

Once you have created a Process definition  and defined the Statuses for your Project Template, you need to define your Workflow, which is the transition of your items through the process from one Status to another. To do this, click on the “Workflow” hyperlink (on the Process Page) to the right of the screen. You will see the following screen:

Templates Process Workflow

The screen shows the Statuses that are available to your process. You can reuse an existing Workflow from another process or define a new one. The Drawing Area, a large white space below the Status Cards is where you can drag and arrange the Statuses. Click on the colour box for a status and hold down the mouse, then as you drag the mouse over towards another Status Gemini draws a line connecting the two Statuses showing the direction in which the Status can flow e.g. From Unassigned to Assigned. You can create circular references e.g. Open -> In Progress –> Closed –> Rejected –> Open or simple toggle states e.g. Unassigned –>/<- Assigned.

Securing Status Transitions

To specify which Groups of users are allowed to make the transition from one state to another, click on the arrow linking the two states and Gemini will present a popup box from which you may choose user Groups with access to Projects based on your Project Template. Select as many Groups as required.

Below is an example of what a completed Workflow can look like (showing in this example, the Groups that can move an item from Status “Parked” to “Reopened”) :



Templates Process Workflow Status

Click “Save” and Gemini will instantly build the Workflow rules.

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