The Project Designer allows you to create predefined project templates that can be used and reused to manage multi-task activities, such as setting up and provisioning new employees, change requests like upgrading servers, and more.

Templates can (and should) be used for many non IT business processes, like employee recruitment, performance reviews, marketing initiatives, and more.

Once it has been designed, you can easily initiate the project by selecting it from a drop-down list. A project comprised of requests, folders, and child requests with predefined workflow options will be created with appropriate notifications. If we select a ‘New Employee’ setup project, for instance, the following project is displayed:

New Employee Setup Project

The project tree on the left depicts all the folders and tasks that comprise setting up a new employee, from network setup all the way to payroll and benefits. Some of these tasks are not created until other tasks have been completed. For example, Email setup is not created until the Active Directory task has been completed.

The General Information, Workflow, Notification, Scheduling options can be set individually for each task in the project. As well, each task can have its own request type, and therefore its own custom fields.


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