Adding workflow to templates
To set up a project template that includes workflow data, you create the template, specify team member roles, and then edit the Workflow tab.
1.
Select Settings > Marketing Operations Settings.
2.
Click Templates.
3.
Locate the project template section and click Add Template.
4.
Complete the fields in the Template Properties form and click Save Changes.
5.
On the Project Roles tab, specify participant roles then click Save Changes.
6.
Select the Workflow tab and click Edit.
For more information, see Configuring the workflow.
7.
Add workflow and approval tasks and organize them into stages.
For more information, see Fields in workflow spreadsheets.
Remember to save frequently while you work.
8.
Edit task dependencies, define task scheduling and duration, and enter other values to supply when users create instances from this template.
For more information, see the Marketing Operations User's Guide.
Remember to save frequently while you work.
9.
When the workflow is complete, click Save and Finish. The tab returns to view mode.
For more information, see Workflow template tab.
10.
If your organization maintains a predefined list of reasons for denying an approval, specify the reasons that apply to this template.
For more information, see About list definitions.
11.
To configure more information for each task, click the task name when the Workflow tab is in view mode.
For approval tasks, you can configure approvers. For workflow tasks, you can configure whether users can add attachments.
12.
Click the View as a Process Flowchart icon to display the workflow as a process flowchart.
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