Projects - Create New Project Template
To create a new project template do the
following:
- While in the Projects screen click on the "Templates"
toolbar icon. The Project Template screen is
displayed.
- In the Project Template's first pull-down menu, select
the department. Once you have the department chosen click
on the "New Project Template" toolbar icon. The Project
Template detail area is now active.
- You can either use the icons on the top right to build
the template or use the Project Template detail area (the
right pane) and enter the details of the workflow project
template. The template detail area includes the individual
screens (tabs) for project or template detail data input.
By default, the Project Template screen opens to the
General tab.
- Click the OK button to save the template and to have it
displayed on the Project Template pull down menu for the
department chosen.
While creating project templates is as easy as entering data
in the Project Template screen, the effectiveness of your
workflow project management is directly related to the design
of your template. That is the main reason template creation
is considered an advanced feature of WorkflowManager. We
strongly recommend that you become familiar with all of the
data input screens before creating a new template. Tasks are
the backbone of a project or project template, and actions
that are created for a task or project help automate your
workflow process and allow you to realize greater
efficiencies.
Introduction
Welcome to WorkflowManager