A template and its versions

A template's page shows its name, its kind of work, and every “version” of it, newest first. From a version's row you open it, publish it, revise it, copy it to a new template, retire it, or delete it if it is the draft. A template has at most one draft at a time.

On Workflow Templates, select the template's row. From the template editor, select All versions.

At the top: the template's name, and a line that counts its versions and says if a draft is open. On the right: Kind of work, Back to templates, and Open a draft, which reads Draft already open and is grayed out while the template has a draft. Below them, Versions.

The purple bar at the top of the page ends with the template's name, here and in the template editor. Select Workflow Templates in it to go back to the list.

• Change the draft: select Edit on its row. See The template editor.
• Publish a version.
• Change a published template, with Revise.
• Copy a template, with Copy.
• Retire a version.
• Move work to a newer version, with Older work on the newest published version's row. It shows only when running work is on an older version, and lists each project by its record's name and its kind of work.
• Delete a draft, with Delete draft.
• Move the template to another kind of work of the department, in Kind of work.
• Rename the template: select its name, type the new one, and select somewhere else. This works only until a version is published.

Anyone with a role in the department can open the template and read every version. Every change here is for a department manager or a company administrator. If your role does not allow it, nothing changes, and a message at the bottom right says Not done. Older work shows only to a department manager or a company administrator.

• Open a draft makes an empty draft, with no stages and no tasks. To change what a published version says, use Revise on it instead: that draft starts as a copy.
• Once a version is published, the name is fixed, and a message says “Name is fixed now that a version has been published. Copy it to start one under a new name.” To copy it, select Copy on a version: see Copy a template. When every version is retired, the message says “Name is fixed now that a version has been published. Revise a retired version, then copy the new draft to start one under a new name.”To copy only some of its stages and tasks, use New template: see New template.
• While the template has a draft, Revise is grayed out on the other versions, and a message says “This template already has a draft. Publish or delete the draft before you revise another version.” Point at Revise to read it again.
• Kind of work can change at any time, even after a version is published. A template that moves to another kind is no longer that kind's usual work.
• A deleted draft cannot be brought back. The template stays, even when the draft was its only version, and keeps its name.