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.
Note: Workflow
templates retain all stage and task definitions and member role settings.
However, any approvers that are configured for approval tasks are
not retained. You must configure default approvers in each project
template individually after you import a workflow template.
- 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.
