Workflows I: Basics you should know

Document with Workflow icon

Does your organization use a Microsoft Office SharePoint Server 2007 site? Do you use document libraries on that site to share files? If so, you should learn how to use workflows. Workflows are automated processes that route documents for various types of review. This course, the first in a series, will introduce you to the basics.

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About the course

This course includes:

  • A Quick Reference Card you can take away from the course.


After completing this course you will be able to:

  • See how valuable a workflow can be to you and your coworkers.

  • Get workflow basics down: how to start one, how people participate, and so on.

  • Start the Approval workflow, which lets you submit a file to others for their approval.

Before you begin

You should be able to add, edit, and check out files on a SharePoint library. Or, you should take SharePoint document libraries I: Introduction to sharing files and SharePoint document libraries II: All about checkout.

Topics in this course

  1. Workflow basics

  2. What is a workflow?

  3. The three workflows

  4. The Approval workflow

  5. The Workflow Status page

  6. What it looks like


  8. Rejection happens

  9. Initiator messages

  10. How to cancel

  11. What you need

  12. What you need (cont'd)

  13. Quick reference card

Applies To: SharePoint Server 2007, PowerPoint 2007, Excel 2007, Word 2007

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