Create a Workflow
There are two ways to create the Workflow of a Project:
A. Create a new Workflow
If you want to create the Workflow from scratch:
1. Open the Project.
2. Click [Workflow] tab on the left panel.
3. Click [Create a new Workflow] button.
B. Select a Workflow Template
If there are Workflow Templates available in your organization, you can use them as a starting point to define the Workflow of your Project:
1. Open the Project.
2. Click [Workflow] tab on the left panel.
3. Scroll down to [Project Workflow] panel if needed.
4. Click the row of a Workflow Template to see its preview.
5. Click [Select] button to use the Workflow Template.
Selecting a Workflow Template will copy below information into the Project:
Structure of the Workflow.
Files uploaded inside the Workflow Template.
Collaborators defined inside the Workflow Template.
Tasks defined inside the Workflow Template.