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Creating the Workflow template

The standard tasks, roles, and the sample Workflow template are described in this section.

Complete these tasks to create a Workflow template.
  • Define the tasks.
  • Establish the task route.
  • Assign roles to the tasks.
  • Make user-task assignments (optional).

    If user-task assignments are made on a project-by-project basis, you do not make them in the Workflow template. Instead, you assign users to tasks in the project Workflow when the ContentRoutingProject or Project object is created from the template.

Some standard tasks and a sample Workflow template are delivered with Contenta and included in the Contenta metadata file. The metadata file is read when you create a database; therefore, the standard roles and tasks and the sample Workflow are created automatically when you create a Contenta database.