SharePoint 2016 Site Owners Advanced

SharePoint 2016

Lesson 2 – Adding a Default Workflow

ACTIVITY: M ONITOR A W ORKFLOW

Before You Begin You are logged into SharePoint site in a browser tab. Scenario You have submitted some job ads and you want to see their progress as it goes through the review process.

1) Monitor the Job Ad - Administrative Assistant Requests. a) Navigate to the Job Ad Request library. b) Find the Job Ad - Administrative Assistant file. c) Observe the Review Status column is set to Ready to Publish.

d) Observe the Job Ad Review columns says Completed. e) Under the Job Ad Review columns, click Completed . f) Observe the associated Tasks with this workflow are all set to Completed . g) Observe all the details under Workflow History .

2) Monitor the Job Ad - Marketing Assistant Requests. a) Navigate to the Job Ad Request library. b) Find the Job Ad - Marketing Assistant file.

c) Observe the Review Status column is set to New Job Ad. d) Observe the Job Ad Review columns says In Progress. e) Under the Job Ad Review columns, click In Progress . f) Observe the associated Task with this workflow is set to Not Started . g) Observe all the details under Workflow History .

S UMMARY In this lesson, you learned how to add a workflow. You also learned how to participate in a workflow process, as well as review workflow status for ongoing workflows. What processes do you have in your organization now? How could you translate those to SharePoint?

How do you think using workflows can improve your productivity in the workplace?

OFFICEPRO, Inc.

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