You can manage the workflow of your web site by assigning files or tasks to people or workgroups.
Assigning files
You can assign a file to a person or workgroup. For example, in a workgroup setting, a product manager assigns files to different workgroups. Individual workgroup managers then assign specific tasks for those files to individuals in their workgroup. Using Workflow reports such as the Assigned to and Review status report, the product manager can monitor the file's progress, and with Tasks view the individual workgroup managers can monitor the progress of each task.
When you assign a file to a person or workgroup, you can add a Review status that explains the status of the work done on the file. For example, if a file requires a legal review, you could create a review status called "legal review," specify that status for the file, and then assign the file to the co-worker responsible for completing this task. After the file has been legally reviewed, the co-worker can then specify a status of "approved."
You can view the files in your web site by assignment by viewing the Assigned to report. The Assigned to report displays all the files in your web site in a column format and provides the following information about each file:
You can sort files by any column heading shown in the Assigned to report. You can also filter on the values displayed in any column in the report. To display the filtering choices for that column, click the column heading.
Assigning tasks
Tasks can help you track work that needs to be done in your web site. You can assign a task to a person or workgroup. Tasks can contain a description of the work to be done on the web site or on a specific file. For files, you associate that task with a file, and then assign it to yourself or a co-worker. Tasks can be associated with any file in your web site — a web page, a picture, a sound, another Microsoft Office document, and so on.
With Tasks view you can monitor the tasks in your web site. Tasks view displays all the tasks in your web site in a column format and provides current information about each task under the following column headings:
You can sort tasks by any column heading shown in Tasks view.