To use workflow templates
1.
Create the project template as usual, but skip setting up roles because they are imported with the workflow template.
2.
Select the Workflow tab.
3.
While the tab is still in view mode, click Import Template.
A warning is displayed stating that the import will overwrite the existing workflow.
4.
Click OK.
A list of templates opens.
5.
Select a template from the list and click Import.
The workflow opens in the tab, and the roles referenced in the task and stage rows are now listed on the Project Roles tab.
6.
While the Workflow tab is still in view mode, click any approval tasks and configure the approvals.
7.
If you must modify or add stages or tasks, click Edit.
Then customize the workflow as necessary for the project template. Remember to save your changes.
8.
When the workflow is complete, click Save and Finish to return to view mode.
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