1		Installing Gemini 5	install migration
1.1		Pre-requisite Checks	install
1.2		Installing Gemini 5 Using Automated Installer	install
1.3		Installing Gemini 5 Using Zip File	install
1.4		Upgrading 5.0 to 5.1	install migration
1.5		Upgrading 4.2 to 5.1	migration
1.6		Using Windows Authentication	install security
2.1		Signing in to Gemini	usage
2.5.6		Documents	usage projects
2.5.11		The Data Import Wizard	items database templates Excel migration
4		Structuring Projects	projects
4.1		Creating Projects	projects
4.2		Components in Gemini	projects
4.3		Versions in Gemini	projects
4.4		Setting Project Defaults	projects
7		Project Templates	projects templates
7.1		Project Templates: Introduction	projects templates
7.2		Project Templates: Process	projects templates
7.3		Project Templates: Screens and Visibility	projects templates
7.4		Project Templates: Process Workflow	projects templates
7.5		Project Templates: Custom Fields	projects custom-fields templates
7.6		Project Templates: Menus	projects templates
7.7		Project Templates: Status, Priority and Severity	projects templates
7.8		Project Templates: Resolution	projects templates
7.9		Project Templates: Links	projects templates
7.10		Project Templates: Time	projects templates
8		People and Permissions	security
8.1		Users	security
8.2		Groups	security
8.3		Permissions	security
8.4		Active Directory Integration and Windows Authentication	security
10.10		Management
10.10.1		Administration
10.10.1.1		General Configuration
10.10.1.2		SMTP and Notifications	emails
10.10.1.3		Projects
10.10.1.4		Custom Fields
10.10.1.5		Item Management	items
10.10.1.6		Test Management	testing
10.10.1.7		Licensing	install
10.10.2		Users & Security	security
10.10.2.1		User Management	security
10.10.2.2		Global and Project Groups	security
10.10.2.3		Working with Global Groups	security
10.10.2.4		Working with Project Groups	security
10.10.2.5		Available Permissions	security
10.10.2.6		Project Resources	security
10.10.2.7		Assigning Permissions to Projects	security
10.10.2.8		Windows Authentication	security
10.10.2.9		Active Directory Integration	security
10.11.3		Microsoft Outlook	add-ons ms-outlook usage
10.12.7		Administration API	api

52 documents found.

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:

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”) :

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