Workflow template tab
On the Workflow template tab, you can edit, import, and save workflow template spreadsheets.
When you initially click the Workflow tab for a project template, it displays in view mode and offers the following user interface controls.
Control | Description |
---|---|
Edit link | Changes to edit mode so that you can configure the workflow for this project template. |
Save as Template link | Saves the data on this project template Workflow tab as a separate workflow template component. Then, you can reuse the workflow in other project templates. |
Import Template link | Populates the Workflow tab of the project with the tasks, approvals, milestones, dependencies, and other values that are defined in a workflow template. This action replaces all the workflow values that were previously defined for this project. |
Approval Options link | Opens a dialog where you identify the options in the Approval Deny Reasons list that are relevant to approvals generated from this template. Note: This option is available only
for installations that require reviewers to specify a reason when
they deny an approval. |
View as a Spreadsheet. Presents the workflow in spreadsheet format. Spreadsheet view provides access to granular information about each component in tabular format. When you view the workflow as a spreadsheet, each task name is a link.
Spreadsheet view is the default view. |
|
View as a Process Flowchart. Presents the workflow as a process flowchart, which shows each stage in the workflow as a set of interconnected process boxes. |