How do I create and use workflow templates?

To create a new workflow template:

  1. From the dashboard, open the My Profile menu and select Workflow Templates.

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  2. Click on New Template.

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  3. Enter a name for the template and click Add. The template will appear on the list.

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  4. The next step is adding statuses to your workflow template. Hover over it and click on the edit icon.

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  5. Click on Add New Status.

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  6. In the modal window, enter a name for the status, select a color using the color picker and optionally add a description. The Lock Page Editing option will prevent pages with the given status from further edits. When finished, click Add Status.

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  7. When you are finished with adding statuses, click Save Workflow.

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  8. To clone, edit or delete the workflow template, hover over it and click on the selected icon on the right.

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Workflow templates can be imported to a project only by an admin, project manager or users with permission to create new sitemaps.

To import the workflow template into a sitemap:

  1. Open a sitemap and navigate to the Content Planner.

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  2. Click on Workflow Status above the page list, or Manage on the Workflow status list.

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  3. Click Import above the default status list.

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  4. From the modal window, select the workflow template and click Import.

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  5. A list of imported statuses will appear. Optionally, you can add additional statuses by clicking Add New Status below.

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  6. When finished, switch back to the Content Dashboard and you are ready to assign workflow statuses to pages.

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