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 Configuration
Workflow templates can be created in two different places.
Under Settings > Proofing Settings > Workflow Templates.
Also, from the proof creation screen.
How do I create a Workflow Template (account settings level)?
Select a template name. You may assign ownership to any other account administrator.
Add the reviewers, select their permissions & notification preferences, and configure the stages. Visit this article for more details about stage configuration. If your workflow stages require deadlines, please refer to the article explaining the Automated Workflows feature.
Define permissions. You may pick and choose what proof creators can or cannot do.
Please note: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.
