Update an Activity's workgroup

Each activity in the workflow template has an associated workgroup that identifies who completes the work. You can change workgroup assignments by editing the specific activity. If you want to update the workgroup itself, follow the steps in Edit template workgroups.

You must have permission to work with workflow templates.

  • By default, only users with the following permissions can create project workflows and assignments:
    • Administrator permissions
    • Access to the Project Module with the Create permission
  • Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.

Tips and tricks

  • Activities are exclusive to the template they are in. If you want to add a new activity to multiple workflow templates, you must open each template and add the activity separately.

  • If you want to learn more about the default Workgroups provided by Inspire, read Manage template workgroups.

  • You can create a new workgroup before updating an Activity. Follow the steps in: Create a new template workgroup.
  • Workgroups are specific to the template where they are created. If you want to use the same Workgroup in multiple templates, you must open each template and create the Workgroup.
  • After you assign users to Workgroups, their names are pre-populated in workflow templates and when a workflow is started.

Before you begin

  • The changes to an Activity will be applied to all new workflows that are started using this template.
  • For workflows that use this template and are in progress:
    • If the Activity you are updating has not occurred yet, the changes will be applied when the workflows moves to the updated Activity.
    • If the Activity you are updating has already been completed, the changes will not be applied.

To update an Activity's workgroup:

  1. Click Components.
  2. In the Folders pane, select Workflows.

    If you have moved the template to another folder, go that location instead.

  3. In the Components pane, select a workflow.

    To open the template, do one of the following:

    • Double-click the file
    • Right-click the file, and then select Edit...
    • Click the Options menu, and then select Edit...
    Results: You see the workflow activities and transitions in the editor.
  4. In the workflow editor, select the Activity you want to update.
    Result: The box you select has an orange highlight around it.

  5. In the Activity's title bar, click Edit.

    Results: You see the Update Activity screen.

  6. To add a Workgroup:

    1. Select Add Workgroup.
    2. In the new row that appears inline, select an option such as Writer, Reviewer, or Content Owner, or Production.

      These options are configurable. Follow the steps in: Manage template workgroups.

    3. Click Update.

      Results: You see the workflow listed under Name.

  7. To remove a workgroup:
    1. On the Update Activity screen, select the workgroup under Name.
    2. Click Remove.

    3. On the confirmation screen, click Yes.

      Result: The workgroup is no longer listed under Name.

    4. Verify there are is at least one Workgroup listed.

      If there are no remaining Workgroups listed, you must add one before you can save your changes.

  8. To save your changes, click Update.

    If you do not have all the required fields configured, the Update button is not available. Make sure you have entered or selected a value for all of the following fields:

    • Name
    • Status
    • Project Activity
    • Workgroup
    Result: You can see your updated activity in the workflow editor.
    You can now:
    • If you are done updating the workflow, to close the workflow editor, click Save and Submit.
    • If you want to keep working but save your changes locally, click Save Progress.