Communication channels and workflows

The content of this article

• Create a communication channel

• Add users groups or single users

• Standard and custom workflows

Create a communication channel

Purpose

Create a communication channel for your project.

Background

Before you can create tasks in your project, you need to create a communication channel. Communication channels show which way tasks can be sent and you can create exactly the structure you need.
You can create several channels, and thus create completely unique structures for communication in a construction case.

You can use one of our templates, or start from scratch.

Things you should be attentive to

• It is only Project administrators who can create communication channels.
• Accounts with a Community subscription can only have one communication channel. Upgrade your subscription to create more channels.

How to

1. Open your Connex Project
2. Go to the module "Project administrator"
3. Select the menu "Communication channels"
4. Click "Add channel"
5. Enter the name of the channel
6. Select if you want to use a template
7. Click "Create channel"
8. The example in this guide is based on a channel with existing group
9. Setup your channel with groups
   
   • Click on the "+" icon to add a subgroup to a group.
   • Click on the group-box to open the setups of user access and channel group settings.

Add user groups or single users

Purpose

Add user groups or single users to a group in a communication channel.

Background

In order for users to create and receive tasks, they must be added to a communication channel.
You can add users in two ways; Via a user group or as a single user.

A user group can contain several users, so you can quickly assign the same access to all at once. You add the user group to the channel group, and that way they get access to create tasks.
Follow this guide to create user groups.

When you add single users, they will be able to create tasks.

Things you should be attentive to

• It is only Project administrators who can grat access to users.
• Follow this guide to create user groups.

How to

1. Open your Connex Project
2. Go to the module "Project administrator"
3. Select the menu "Communication channels"
4. Select a communication channel in the overview
5. Click on a group
6. Select a user group or add a single user

Standard and custom workflows

Purpose

Understand the use of workflows, as well as how to create your own.

Background

A task is created during a workflow, and another word could therefore also be "Task type". Workflows define where a task can be sent to, as well as what information you must enter when describing a task.

Things you should be attentive to

• Only administrative users can create custom workflows.
• By default in a Community project you can use 3 workflows: Ad hoc (tasks can be sent anywhere in the communication channel), Design change (Tasks can only be sent down in the communication channel) and Client decision (Tasks can only be sent up in the communication channel.)
• If you want more workflows and the ability to create your own workflows, upgrade your subscription.

How to

Create a custom workflow

1. Open your Connex Project
2. Go to the module "Project administrator"
3. Click on the "Workflows" menu
4. Click "New workflow"
5. Click the "Create Custom Workflow" button
   (If you select "Select from library", you can use one of Connex's standard workflows)
6. Select "Direction" - The way the communication / tasks should go
7. Enter workflow name
8. Select the channel you want to add your workflow to
9. Click "Create"
10. If you want to create a task form for your workflow - Then the guide continues below the screen.

Create your own task form for your workflow

1. Open your Connex Project
2. Go to the module "Project administrator"
3. Click on the "Workflows" menu
4. Click on a workflow in the overview
5. Select "Start Form Editor"
   • Everything in "Standard fields" is what defines your task. Click on the section to remove standard fields.
   • Use drag and drop to add a new section below the standard fields, and thereafter, drag "Checkbox", "Text" or "Date" fields down below the new section you created.
   • Edit fields by clicking on them, and use the right side settings menu.