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Using the Workflow Template Edit window

Perform these steps to access the Workflow Template Edit window and create or edit a Workflow template.

Procedure

  1. As the sysadmin or projman user, click your desktop.
    The Workflow templates are stored on the sysadmin’s and projman’s desktops.
  2. Click Project > Workflow Templates.
    The Workflow Templates window appears.
  3. Click New.
  4. Type a name for the new template.
  5. Click OK.

    The Workflow Template Edit window appears, containing the Start and End tasks only. These tasks are required in the workflow and, by default, are assigned to the ProjMan.

    Use the icons on the icon bar at the left of the window to perform the following tasks.