Summary: Workflow templates can tremendously speed up the review creation process. If you tend to use the same configuration of stages, reviewers, and email notifications, using a workflow template will allow you to populate the fields with just a few clicks.
Available for: Enterprise edition. New templates can only be created by administrators, but all users can access them when creating reviews.
This article outlines the following features:
Workflow templates can be created in two different places.
How do I create a Workflow Template (account settings level)?
Select a template name. You may assign ownership to any other account administrator.
Define permissions. You may pick and choose what proof creators can or cannot do.
When the option to Add stages is disabled in the Workflow Template, users cannot see the Workflow template button on a proof with this Template applied.
When the option to Remove stages is disabled in the Workflow Template, users cannot replace this Workflow template when applied to the proof.
Click the Create button
Using Workflow Templates
When creating a new review, simply click the Add Workflow template button to open an alphabetical list of existing templates and select the one you wish to apply. Workflow templates can be adjusted/edited if needed.
When you have multiple templates in your account, it can be helpful to add the ones you use most often to your favorites list. To do this, simply open the workflow template menu while creating a review and select the star icon next to the templates you want to add to your favorites.