New template

New template asks five short questions, one page at a time, and then creates a draft “template”. You can start from a template you already have and leave out what the new one does not need, or start empty. Nothing is live until you publish the draft, so nothing you do here starts any work.

On Workflow Templates, choose the Department, then select New template. The wizard starts on the department you were looking at.

A row of five parts runs along the top: Basics, Starting point, Stages, Tasks and Review. Select a part you have done to go back to it. Next and Back are at the foot of each part, with Cancel, which leaves without creating anything. Next stays gray until the part has what it needs; point at it, or read the message at the bottom right, to see what is missing, for example “Next needs a template to start from. Pick one, or choose “No, start empty”.”

When you start empty, Stages and Tasks are skipped, and the row marks them skipped.

• Two templates of one kind of work cannot have the same name. Most templates are named for the work and the place.
• Kind of work lists the kinds of the department you chose. Change the department, and the list changes with it.
• New kind asks for the New kind of work and what it Applies to: None, Property or Engagement. Select Add. You can change Applies to later on Workflow Templates.

• The list shows the templates of your department first. Select Show all departments to start from a template of another department that you are allowed to read. Search finds a template by its name, its department or its kind of work.
• Each template shows how many stages and tasks it has. When it has more than one version, a list beside it picks which one to start from. The newest published version is chosen for you, or the draft when nothing is published yet.
• Starting from a template copies it. The template you start from does not change.

Untick what the new template does not need. Boxes under the list say at once what that changes, for example a “transition” that stays behind because a stage it joins is gone, or a rule about which task comes first. A yellow box warns when the draft would have no starting stage or no ending; you can still go on and fix it in the draft. The button to the left of Next keeps every stage, or every task, and goes on.

• Create a draft template: Build a template.
• Add a kind of work, with New kind.
• Copy a template under a new name: start from it, keep everything, and give the new one its own name. To copy one whole version in one go, select Copy on it instead: see Copy a template.

Creating a template, and adding a kind of work, are for a department manager or a company administrator. If your role does not allow it, nothing is created, and a message at the bottom right says Template not created or Kind of work not added.

• After Create draft, the draft opens in the template editor, on Stages, and a message says “Draft created. Check each section in the left rail, then Publish.”
• The box on Review says “You can delete a draft at any time.” To do it, select Delete draft on the draft's row in Versions. The template stays. See Delete a draft.
• What happens next: The template editor.