Projects → Workflow → Item Transitions
If you are the user who has started an item type transition and the transition has not finished, you may cancel it. Click the destination item type to which the item will be transitioned, and select Cancel. This will open the Cancel Transition dialog box. Transitions may be canceled whether or not the approval process is complete and whether or not the transition has been approved (or rejected) by any member of the approval list. Canceling a transition will remove all approvals (and rejections), will delete any pending approval notifications, and will revert the item type back into its original state. If you want to resubmit a canceled transition to the approval process, you must restart the transition.
There are two ways to finish an item type transition: manually after all members of an approval list have approved (or rejected) the transaction or automatically when approvals are not required. Click the destination item type to which the item is being transitioned, and select Finish. The item will be converted into the destination item type. If the transition is approved by all members of the approval list (or when approvals were not required), the item is placed in the destination for approved projects; if the transition has been rejected by any member in the approval list, it is placed in the rejected destination. Only the team member who started the transition process (or an administrator) can finish a transition.
When a transition path meets all of the required conditions, any user with edit-level permissions for the Workflow tab can start a transition. Click the destination item type to which the item will be transitioned, and select Start. This will open the transition Properties dialog box into which approval (and rejection) destinations, an expiration date, and any notes are specified. After a transition has started, notifications are sent to members of the approval list and all other possible transition paths are grayed out. After a transition has started, an item cannot be edited until the transition is finished. Starting a transition that does not require approval also finishes the transaction.
Item type transitions are available in the Workflow tab.
Select the History tab to view an item transition history. The History tab displays a transition's description, the action taken, the name of the user who performed the action, and any notes entered by an approver, transition creator, or Workflow tab administrator.
Click the destination item type to which the item is being transitioned, and select Properties.
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