Workflow template tab

On the Workflow template tab, you can edit, import, and save workflow template spreadsheets.

When you initially click the Workflow tab for a project template, it displays in view mode and offers the following user interface controls.

Controls on the Workflow tab for projects

Control

Description

Edit link

Changes to edit mode so that you can configure the workflow for this project template.

Save as Template link

Saves the data on this project template Workflow tab as a separate workflow template component. Then, you can reuse the workflow in other project templates.

Import Template link

Populates the Workflow tab of the project with the tasks, approvals, milestones, dependencies, and other values that are defined in a workflow template. This action replaces all the workflow values that were previously defined for this project.

Approval Options link

Opens a dialog where you identify the options in the Approval Deny Reasons list that are relevant to approvals generated from this template.

This option is vailable only for installations that require reviewers to specify a reason when they deny an approval.

View as a Spreadsheet. Presents the workflow in spreadsheet format. Spreadsheet view provides access to granular information about each component in tabular format.

When you view the workflow as a spreadsheet, each task name is a link.

Click an approval task to open the Setup Approval dialog, where you select approvers and indicate whether markup can be used.

Click a workflow task to open the Setup Task dialog, where you indicate whether attachments can be added for the task and add notes.

Spreadsheet view is the default view.

View as a Process Flowchart. Presents the workflow as a process flowchart, which shows each stage in the workflow as a set of interconnected process boxes.

Selecting approval options for templates