When creating a workflow template, you will need to provide a profile name, select a project type, and define what work steps (job types) must be completed. You also have the option to assign the workflow to a specific client; however, please remember that it wll not be selectable for other clients projects. After a template has been created, it may either be:
- Assigned to an existing or new client project.
- Configured as a workflow for the new order form.
To view and create workflow templates, you must first click on Settings located on the far right of the toolbar at the top of the screen.
Scroll down to the Project and Work Processes section of this screen. Then click on Configure to the right of the Workflow Templates option.
Then click on Add New in the upper right corner of the screen.
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.
Workflow templates are divided in different sections: