Workflow templates
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    Workflow templates

      Article summary

      Create custom workflow templates for items that pass through different parties for review, response, and approval in successive stages of their life cycles. These are useful in processing items like requests for information (RFIs), Submittals, and Punch lists.  You can define the activities, responsible company type, and permissible time periods for each step for a template. Project managers can choose a template for the workflow suitable for an item and specify the person in charge for each step, so the item is automatically forwarded to the next party, once the current step is completed.

      How to create and activate a workflow template?

      How to view and manage active templates?

      How to deactivate a template?

      How to view inactive templates?

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