Breadcrumbs (links to the pages you visited before you arrive at the current page) are located above the project name. Click any active link in the breadcrumb trail to go to that page.

Edit. Changes the display to edit mode so that you can add, remove, and change workflow stages and tasks and enter detailed information for the tasks. For more information, see About the edit mode toolbar.

Save as Template. Saves the workflow definition as a reusable workflow template (if you have the permission to do so).

A dialog opens for you to name the template. For more information about using template components, see the Marketing Operations Administrator's Guide.

Spreadsheet View. Changes the display to spreadsheet view mode, which provides information about each task in tabular format.

When you view the workflow as a spreadsheet, each task name is a link. Click a task to open a dialog where you can add and change information about the task. For more information, see Post Task Update dialog.

Timeline View. Changes the mode to present a graphic display of scheduling information for the tasks, including duration and status. For more information, see About timeline view mode.

When you view the workflow on a timeline, each task name is a link. Click a task to open a dialog where you can add and change information about the task. For more information, see Post Task Update dialog.

Process Flowchart View. Changes the mode to present a graphic display of dependency information for the tasks, including the planned sequence of the tasks. For more information, see Process flowchart view.

Layout. Opens a dialog where you can select the columns that you want to display in spreadsheet view mode, and choose the time scale and dates to include in timeline view mode. For more information, see To customize the spreadsheet or timeline view.