Projects - Overview of Project Templates

A project template is a predefined shell that can be used when starting a new workflow project. This shell contains those tasks and associated actions that are pertinent to a specific workflow process. You can reuse this shell each time you need to start a new project.

Think of a template as your recipe for cheesecake. This recipe includes the ingredients and steps necessary for a successful dessert. You can use this recipe (template) over and over again.

Ready-to-use workflow templates are available for a variety of workflow processes common to your industry. New templates can be created or existing templates can be modified. The flexibility to customize templates is always available to you in WorkflowManager.

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.