The Workflow tab of a project template is similar to the workflow spreadsheet displayed in an individual project. Use the Workflow tab to set up the stages, tasks, and member assignments that are common for all created from the template. Then, owners use the workflow spreadsheet to modify the workflows as necessary for their projects.

Like the workflow spreadsheet, the template Workflow tab has two modes: view and edit. To edit the workflow displayed on the tab, click the Edit link.

You can save a workflow as a template from either the project template Workflow tab or from the workflow spreadsheet in an individual project.