The Workflow tab identifies and organizes tasks for a project. To review and define a workflow, you use a spreadsheet-style interface. Initially, the Workflow tab displays in view mode. To set up the stages, tasks, milestones, dependencies and other data that make up the workflow, you switch to editing mode.

When you create a template, you can include data on its Workflow tab to provide an initial workflow structure for the individual project instances that users create. Users access a similar spreadsheet interface to update the supplied workflow as needed for individual instances.

For additional flexibility, the data on the Workflow tab in any template or any individual instance can be saved as a separate workflow template component. Template components, which can include metrics and forms in addition to workflows, make designing templates to meet different needs more modular and efficient. Any workflow template component can be imported into any project template, or into any project instance.

For detailed information on configuring a workflow, including options for scheduling, calculating dates, and updating tasks, see the Operações de Marketing User's Guide.