Creating and editing workflow templates
The workflow that you create on the Workflow tab of any projectList, On-demand Campaign, or Corporate Campaign template or instance can be saved as a workflow template. Then, you can reuse the workflow in similar projectsLists, On-demand Campaigns, or Corporate Campaigns.
Procedure
What to do next
To edit a workflow template, open a projectList, On-demand Campaign, or Corporate Campaign template and import the workflow template that you want to edit into its Workflow tab.
Typically, you set up a new template for this purpose because importing a workflow template overwrites any previously defined values. You can then edit the workflow and save the workflow as a new template with the same or a different name.