Creating a new template

Perform these steps to create a new workflow template.

Procedure

  1. Access the Workflow Template window (see Roles) in Contenta Explorer.
  2. Click New.
  3. Enter the name of the workflow template in the New Workflow Template dialogue window:
  4. 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.

  5. Modify the workflow template from the Workflow Template Edit window using the toolbars and menu options as described in the following sections.