Skip to Content


About a Workflow

A workflow is a sequence of steps that should be performed to get your work done. Each workflow step has a task connected to it and assigned to a particular person. Steps are interconnected with transitions. Workflows help you automate your processes. Each workflow is associated with a particular project and particular workflow item type, and is se... Read More

Workflow Elements

A workflow consists of steps and transitions. A step represents a workflow's current status for a workflow item. A workflow item can exist in one step only at any point in time. Each workflow step corresponds to a linked status. Each status can be used in multiple steps or in different workflows. There are three different types of steps: Star... Read More

How to Create a Workflow: Quick Start

By default there are only Start and End Steps in your workflow. You will need to customize a default scheme, i.e. create steps and transitions, set a default assignee for tasks created in each step, and set transition rules. How to create a workflow: 1. Open a workflow application and click on «Workflow Scheme». A graphical workflow builder with a ... Read More

Creating Steps

A step is a building block of a workflow. A step shows the current position of a workflow item in a workflow. Generally, some work on a workflow item should be done in a step, for example, «Review a document». To create a workflow step: 1. In a workspace select a workflow app and go to «Workflow Scheme». 2. In the «Statuses» list, select an existin... Read More

Creating Transitions

All intermediate steps in a workflow must be interconnected with transitions. To create a transition: 1. In a workspace select a workflow app and go to «Workflow Scheme». 2. Click the «New Transition» button in the Ribbon. 3. Left-click on the source element and hold the mouse button to create a connection starting point. 4. Drag the mouse to the t... Read More

Workflow Forking

It's often necessary to start several independent tasks simultaneously in the framework of a workflow. For example, when preparing a tradeshow, you may have to launch at once such processes as the booth design, collaterals printing, presentations preparation, etc. In CMW Tracker you can handle such situations by forking the main workflow into ... Read More

Saving or Printing the Workflow Scheme

You can save any CMW Tracker workflow scheme as an image in the *.png format or print it. This may be useful if you want to explain your workflow process to your team, or show your processes to a solution provider. To save or print the workflow scheme: 1. Go to the workflow app and open «Workflow Scheme». 2. Click «Save As Image» or «Print» in the ... Read More