Adding workflow to templates

To set up a projectList, On-demand Campaign, or Corporate Campaign template that includes workflow data, you create the template, specify team member roles, and then edit the Workflow tab.

About this task

If the integration with Workflow Services is configured, you can use the Advanced Workflow capabilities for workflows.


  1. Select Settings > Collaborate Settings.
  2. Click Templates.
  3. Click Add Template (Page with plus sign image) and select a template type.
  4. Locate the project template section and click Add Template.
  5. Complete the fields in the Template Properties form and click Save Changes.
  6. On the Project People tab, specify participant roles then click Save Changes.
  7. Select the Workflow tab and click Edit (Page with pencil image).
  8. Select Enable for Advanced Workflow execution to enable Advanced Workflow capabilities.
  9. Add system and user tasks workflow and organize them into stages.

    Remember to save frequently while you work.

  10. Edit task dependencies, define task scheduling and duration, and enter other values to supply when users create instances from this template.
    For more information, see the Collaborate User's Guide.

    Remember to save frequently while you work.

  11. When the workflow is complete, click Save and Finish. The tab returns to view mode.
  12. To configure more information for each task, click the task name when the Workflow tab is in view mode.
    For workflow tasks, you can configure whether users can add attachments.
    For list review tasks, you can configure the list display.
  13. Click View > View as a process flowchart to display the workflow as a process flowchart.