Saving projects as workflow templates

You can save the data of the Workflow tab as a separate workflow template component and reuse the workflow in other project templates.

About this task

To save projects as workflow templates, complete the following steps:


  1. For a project instance, select Workflow.
  2. Click More > Save as workflow template.
    The Save as workflow template dialog appears.
  3. Provide the following values:
    • Name
    • Task code prefix
  4. Click Save.