Perform these steps to create a new workflow template.
Procedure
- Access the Workflow Template window (see Roles) in Contenta Explorer.
- Click New.
- Enter the name of the workflow template in the New Workflow Template dialogue window:
- Click OK.
The Workflow Template Edit window displays a workflow diagram. The Start and End tasks are required and are the only tasks in the workflow when it is created. By default these tasks are assigned to the ProjMan.
- Modify the workflow template from the Workflow Template Edit window using the toolbars and menu options as described in the following sections.