Setup Extender

This is the minimum setup required to use Extender with TeamWork

Step 1: Setup Email SMTP details in Extender options. Extender Email Tab

Step 2: Add workflow users to the Extender Licence screen. Workflow users are only used for approvers. Understanding Workflow Users

 

Step 3: Optionally, create user groups so you can assign approvals to groups of users. Workflow User Groups

Step 4: Optionally, add workflow colours for use in the workflow rules and the workflow console. Workflow Colours