To create workflow templates
To create workflow templates, you start by creating a project template. When you are finished configuring the workflow for the template, you save the workflow as a template.
A workflow template retains the stage and task definitions and role settings. However, while it retains approval tasks, it does not keep the configured approvers. Approvers must be configured in each project template that uses the workflow template.
1.
Select the Workflow tab of the appropriate project template.
2.
While the tab is still in view mode, click Save as Template.
3.
Enter a descriptive name for the template and click Continue.
4.
Click Save Changes.
The workflow is saved as a template in the template library.
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