Before a workflow template can be assigned to a project, you will need to create at least one template in the system . To do so, Access the Workflow Templates Settings and then Create (see Creating a Workflow Template).
Once these steps are completedthis has been done, you will be able to assign the template to a project for a client. First, access the project in the system by clicking on Projects in the toolbar.
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Then click on Select to the right of the desired project. In the example below, a Codyt project for Tech World has been chosen:
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Workflow templates are Codyt/Standard specidfic. If it is a Codyt workflow then you should be assigning the template to a Codyt project and vice versa. If the wrong type of project is chosen, then the template will not appear as a selection option. Make sure the project type matches the workflow template you want to use! |
Next, on the Project Settings Tab, click on Workflow & Suppliers.
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Then choose the Preset from Workflow Template option.
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If the workflow template was assigned to a specific client in the configuration, then it will not appear as a selection option if the project of another client is chosen. |
Use the drop-down menu to choose a workflow template and then click on OK.
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Then click on OK in the upper right corner to save your changes to the project.
After saving your changes, the Workflow & Suppliers screen will appear as shown below:
