Create a Workflow Template

You can create a workflow template that you can use in Projects or Deliverables. Your access to these settings is dependent on your version of ConceptShare.

Important: Workflows are available only in the Enterprise Edition of ConceptShare.

To create a Workflow template:

1. Log into your account.
2. At the top right of the screen, click the gear wheel > Workflow Templates.
3. On the toolbar of the Workflow Templates dashboard, click Add for either Deliverable or Project.
4. In the Add Project/Deliverable Workflow dialog box, specify the following information, and click Save.

   Option	Description
   Name	Specify a name.
   Description	Specify a description.
   Initial Stage	Select an option from the drop-down list.

5. Click Save.

After creating a Workflow template, you must now customize the elements within it. Begin by creating Workflow stages. For instructions, see Create Workflow Stages.