Publishing makes a workflow template available for future generated tasks.

Before Publishing

Review the draft carefully.

Publishing affects future task generation, so mistakes can create incorrect tasks for staff.

Publish Readiness

CDM checks publish readiness and displays:

• Active stage count
• Active task template count
• Required task template count
• Client status mappings
• Publish blockers
• Warnings

Publish Blockers

Publish blockers must be resolved before publishing.

Examples may include missing names, invalid orders, invalid task titles, or invalid due offsets.

Warnings

Warnings may not stop publishing, but they should be reviewed.

A warning may indicate incomplete workflow design, such as stages with no mapped status or missing task templates.

Publish Preview

The Publish Workflow dialog shows the future impact and template summary.