Tasks for Altium 365 Enterprise

Process-based Workflow

A Workspace enabled by an active Altium Designer Enterprise subscription includes configurable process workflows to guide designers through the following everyday design processes:

• Requesting new parts for a PCB design
• Performing design reviews
• Creating new projects Publishing data to PLMs

A defined processes workflow is created and managed by an administrator of that Workspace.

Working with Tasks in Altium 365 Enterprise

In addition to benefiting from the Altium 365 Tasks, Enterprise-level subscribers have unique streamlined workflow task management, in which tasks can be linked to workflow processes. You can start the workflow activity from the project dashboard, not just the Activities or Projects pages.

There is now a single dashboard for all tasks (lightweight and workflow). Workflow tasks (design review, project creation, release, parts requests, component synchronization, etc.) are now exposed in the Tasks pane at the Workspace and Project levels:

Through the custom forms for workflow tasks, you can add details and assign people to work on tasks:

You can create different task types, which are all visually available on the dashboard:

You can directly trigger the workflow from tasks on the dashboard:

At the Project level, you can access the activity through a link added to the task:

The dashboard will show completed workflows as closed tasks. This ensures that the whole activity can be seen (with data and history). You can also hide the completed workflows by clicking “Show Less” in the Resolved column. Workflow tasks are grouped by title when all tasks within the group are closed, and the items in the Resolved category state are collapsed and moved to the bottom of the kanban.

Note: Workflow tasks cannot be moved between different states by dragging and dropping in the dashboard. These require explicit submission to move the workflow forward.