add workflow to a doc lib

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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


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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


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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.


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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


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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


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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


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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


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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


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22. You have been sent back to the Document Library or List, click In Progress to

view the workflow progress, then go to your email


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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)


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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


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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

add workflow to a doc lib

Documents

workflow progress

parallel workflow

serial workflow

workflow return

workflow template

approval workflow

workflow willbe

workflow process18