Add Workflow To A Doc Lib

Create a Workflow for a Standard Document Library or List

1. Navigate to the Library or List were you want to add a workflow

2. Click Settings drop down arrow and select Document Library Settings or
Document List Settings

3. Under the column title Permissions and Management, select Workflow
Settings

©2008 Applied Knowledge Group, Inc. www.akgroup.com
All Rights Reserved
1

4. If Change Workflow Setting appears, click Add a Workflow

5. In the Workflow section, select a workflow template, hover over each template
to get a description, this example is an Approval Workflow

6. In the Name section, type a unique name for the workflow

7. In the Task List section, click the drop down arrow to select a task list already
on this site or create a new task list, for this example use Tasks

All Rights Reserved
2

8. In the History List section, click the drop down arrow to select a previous list or
create a new one

9. In the Start Options section, check a check box to specify how this workflow will
be started. Note the additional options available.

10. Click Next

11. In the Workflow Tasks section, choose to assign tasks to either parallel or
serial, this choice will alter some choices in the Default Workflow Start Values
section, serial is used for this example. A serial workflow is a sequential
process, where the item moves in order from person to person after each acts.
In a parallel workflow, multiple people can participate in the workflow at the
same time.

All Rights Reserved
3

12. In the Default Workflow Start Values section, click Approvers and use the Add
Recipients box to select names to add to the workflow by clicking Add, then
click OK

All Rights Reserved
4

13. Type a message to include with the request and depending on the Workflow
tasks selected, edit the Due Date.

14. Click CC and use the Add Recipients box to select names to notify others the
workflow has started by clicking Add, then click OK

All Rights Reserved
5

15. In the Complete Workflow section, specify when the workflow is to be
completed

16. In the Post-completion Workflow Actives section, specify the action after the
workflow is completed

17. Click OK, and the workflow has been created

All Rights Reserved
6

Start the Workflow Process

18. To start a workflow return to the Document Library or List, select the
document or item by hovering over the name, click the edit menu drop down
arrow, and select Workflow

19. Select the workflow you created or select one of the two default workflows, for
this example use the workflow you named in step 6

All Rights Reserved
7

20. Edit any Approvers, Messages, Due Dates, and CC, then click Start

21. Your workflow is in progress and a email will be sent to the Approves and CC
notifying them that the workflow has been started

All Rights Reserved
8

23. The Approvers will receive another email notifying them that they have been
assigned a task, to complete this tasks follow the instruction in the email

24. After editing the task, type any comments to include in the response and
chose to either Approve, Reject, or Cancel and close out of the task. (This
example will Approve)

All Rights Reserved
10

25. If you Approved the task and email will be sent notifying you that the task has
been completed

26. Return to the Document Library or List, click on Approved to see workflows
status

All Rights Reserved
11

27. To view the status of the workflow, go to the Document Library or List, but
to view the status of the task you must go to the Tasks List. Depending on
the Tasks List used when the workflow was created in step 7, will determine
which task list to use

All Rights Reserved
12

Add Workflow To A Doc Lib

More Related Content

Viewers also liked (12)

Similar to Add Workflow To A Doc Lib (20)

Add Workflow To A Doc Lib