What you need to know
You build a template in three parts: create a draft with New template, write each section in the template editor, then publish it. Nothing is live until you publish, so you can take your time. You need to be a department manager or a company administrator.
Before you start
- Know the stages the work moves through, the tasks people do, and who does each one.
- Know the kind of work, and what it applies to: a property, an engagement, or neither. If the kind does not exist yet, you can add it in the wizard.
- If a template you have already works in a similar way, start from it. It saves most of the writing.
What to do
- Open WorkFlow PM in the left menu, select Workflow Templates, and choose the Department.
- Select New template.
- In Basics, type the Template name, and choose the Department and the Kind of work. If the kind is not in the list, select New kind, type its name, choose what it Applies to, and select Add. Then select Next.
- In Starting point, choose Yes — start from an existing template and select the closest one, or choose No, start empty. Then select Next.
- If you start from a template, untick the stages the new one does not have, select Next, untick the tasks it does not need, and select Next again.
- In Review, read what the draft starts with and what does not come along. Select Create draft.
- The draft opens in the template editor, on Stages. Work down the left menu in order: Stages, Outcomes, Fields, Tasks, Transitions, Dependencies, Task grid. A number beside a section counts what to fix there. Every change saves as you make it.
Before you do this
A published version can never change. To correct it later, you revise it into a new draft and publish that. Projects that started from the first version keep it.- Select Publish in the left menu. It lists anything still to fix, with a link to the section that fixes it.
- When it says Ready to publish., select Publish this version.
Good to know
Each section has its own page here, from Stages to Publish. For a first walk-through, see Your first template.Confirm it worked
On the template's page, the version's status shows Published, and its Published column shows today's date and who published it. Work can now start from it. To start it with every new property or engagement, see Make a template the usual work.
If it did not work
- A message says Template not created: read its reason. A name already used by a template of the same kind of work is refused with “A template with that name already exists for this kind of work.”
- Publish this version is grayed out: see “Publish this version” is grayed out.
- A message says the template may have been removed or not shared with you: your role in the department may not allow this. See Who can see and do what.