...
Then click on Add New in the upper right corner of the screen.
| Info | ||
|---|---|---|
| ||
You may create as many workflow templates as needed and either assign them to specific clients or use them as a default template for specific types of projects. Project templates are Codyt/Standard specific, make sure you chose the right project type when configuring them! |
...
Create template profiles
Workflow templates are divided in different sections:
| Child pages (Children Display) | ||||
|---|---|---|---|---|
|
...
The list of templates is now an available selection for client projects or when configuring project workflow in the New Order Form.
If the template is assigned to a specific client, then the clients name will appear to the right of the profile name. Otherwise, it will display (Any client).
| Info |
|---|
In order to use the configured workflow for a client, you will need to assign it to an existing or new project for a client. To do so, please see Assigning Workflows to Client Projects. |