Setting Workflow States

The Workflow states enable you to indicate the progress you’re making on an issue in your workflow. The states you create might vary, depending on the type of work you’re doing. For example, if you’re tracking a grant proposal process, you might create workflow states that relate to the three main steps in your grant submission process: ■ Research completed ■ Letter of inquiry submitted ■ Grant proposal submitted If you’re tracking technical support issues, you might create states such as the following: ■ Active request

■ In progress ■ Completed Or if you’re tracking sales calls, your states might look like this: ■ Request received ■ Appointment scheduled ■ Completed In the Workflow States area, begin by choosing the field you’d like to set up as your Choices field. In the example shown in Figure 7-3, the issue-tracking table includes three fields that offer multiple choices, which means they can be used for the workflow.

FIGURE 7-3 Choose a field that contains the values you want to use to track items in the workflow.