What you need to know
Workflow Templates lists the templates of one . Each row is one and the it is for. Here you say what each kind of work applies to, choose the usual work for new properties and engagements, and start new templates. Select a row, or the round link beside a template's name, to open the template and its versions. From the keyboard, the link is the first stop in each row.
How to get here
In the left menu, open WorkFlow PM and select Workflow Templates. The WorkFlow PM menu shows when you have a role in a department.
What is on this screen
At the top, Department picks whose templates you see, and New template starts one. A company administrator also sees New department, and Task tags, which opens the company's tag list: see Task Tags. Everyone sees Company settings, which opens the required MEA version: see Company Settings. Under the title, a line counts the templates. With no department chosen, New template is grayed out, and a message says why: see “New project”, “New template” or “Revise” is grayed out.
When Department has nothing to offer, it is grayed out too. For a company administrator, that means no department exists: the line says “No departments exist yet”, and the list says “No department exists yet. Add one with New department first.” For anyone else, it means you have no role in a department, though others may exist: the line says “You have no role in a department yet”, and the list says “You have no role in a department yet. Ask a company administrator for one.”
What “Applies to” means
What you can do here
- Build a template, with New template.
- Make a template the usual work, with the tick under Default.
- Change what a kind of work applies to, in Applies to. The change saves at once.
- Create a department, if you are a company administrator.
- Open a template: A template and its versions.
Who can do what here
Anyone with a role in the department sees its templates. Changing Applies to or the tick under Default, and writing a template, are for a department manager or a company administrator. If your role does not allow a change, Workflow does not make it, and a message at the bottom right says Change not saved. New department and Task tags show only to a company administrator; Company settings shows to everyone, and only a company administrator changes a setting there. See Who can see and do what.
Things to know
- Applies to belongs to the kind of work, not to one template. Change it on one row, and every template of that kind changes with it.
- When you change Applies to, the kind loses its usual work: the tick under Default goes off, and a message names the template that is no longer the default. Tick it again if you still want it.
- A template can be the usual work only after it has a published version. Before that, the tick is refused with “Publish this template before making it the default: a new record would have nothing to start.”
- A department name with (inactive) after it is switched off. You can write its templates, but no work starts in it until tech switches it on.
Good to know
If a template of the kind shows tasks on the pages of a property, and you change Applies to to Engagement, its next draft cannot be published until those tasks show on engagement pages instead.