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:
- Log into your account.
- At the top right of the screen, click the .
- On the toolbar of the Workflow Templates dashboard, click Add for either Deliverable or Project.
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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. - 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.
Parent Topic: How to...