The workflow that you create on the Workflow tab of any project
template or instance can be saved as a workflow template. Then, you can reuse the workflow in
similar projects.
Procedure
-
In any project 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 projects. 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 project 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.