How to Set Up a New Project Management Workflow in Archer

This article will guide you through the steps to create and configure a new project management workflow in the Archer platform. By following these instructions, you will be able to streamline your project management processes and ensure efficient collaboration among your team.

Step 1: Access the Workflow Module

1. Log in to your Archer account: Navigate to the Archer login page and enter your credentials.
2. Select the 'Workflow' module: From the main dashboard, locate the navigation panel on the left side and click on the "Workflow" icon.

Step 2: Create a New Workflow

1. Click on 'Create New Workflow': In the Workflow module, click the "Create New Workflow" button at the top right corner of the screen.
2. Name Your Workflow: In the pop-up window, enter a descriptive name for your workflow (e.g., "Product Launch Workflow") and provide a brief description.
3. Choose a Template (Optional): You can choose to start from a pre-existing template or create a workflow from scratch. For beginners, we recommend selecting a relevant template to save time.

Step 3: Define Workflow Stages

1. Add Stages: Click the "Add Stage" button to define each stage of your workflow. For example, you might want to add stages like "Initiation," "Planning," "Execution," and "Closure."
2. Set Stage Details: For each stage, specify the following:
   • Stage Name: Enter the name of the stage.
   • Description: Provide details about what tasks will be completed in this stage.
   • Assign Roles: Assign team members who will be responsible for tasks in this stage.

Step 4: Configure Task Management

1. Create Tasks: Under each stage, click the "Add Task" button to create specific tasks associated with that stage.
2. Set Task Details: For each task, provide:
   • Task Name: A clear title for the task.
   • Due Date: Set a deadline for task completion.
   • Priority Level: Choose a priority level (Low, Medium, High).
   • Assignee: Assign the task to a specific team member.

Step 5: Set Notifications and Permissions

1. Configure Notifications: Decide how and when team members should be notified about updates to the workflow. You can choose to send notifications for task assignments, due dates, and stage transitions.
2. Set Permissions: Determine which team members can view or edit the workflow. Adjust permissions as needed to maintain control over the workflow.

Step 6: Review and Launch

1. Review Your Workflow: Double-check all stages, tasks, notifications, and permissions to ensure everything is set up correctly.
2. Launch the Workflow: Once you are satisfied with your setup, click the "Launch Workflow" button to make it active. All assigned team members will be notified and can start working on their tasks.

Frequently Asked Questions

Q: Can I edit the workflow after launching it?
A: Yes! You can make adjustments to the workflow at any time. Just navigate back to the Workflow module, select your workflow, and make the necessary changes.

Q: How do I track progress on tasks?
A: You can track progress by viewing the workflow dashboard, which provides insights into completed, in-progress, and upcoming tasks.

If you encounter any issues during the setup process or have further questions, please contact our support team at [e-mail] or visit our community forum for assistance.