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
- In any projectList, On-demand
Campaign, or Corporate Campaign template or instance, select
the Workflow tab.You can start with a new template or instance, or select one that already has a defined workflow.
- For a new template or instance, change to edit mode. Set up the tasks, dependencies, and values that you want the template to supply as a starting point for new projectsLists, On-demand Campaigns, or Corporate Campaigns. For an existing template or instance, review the workflow.
- With the Workflow tab in view mode, click task names to review or define settings.
- Click Save as Template ().
- Enter a descriptive name for the template and click Continue.
- Click Save. The workflow template displays on the Workflow Templates page, and can be imported into any template or instance.
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.