Workflow Template Administration is used to manage the templates that generate future workflow tasks.

Who Should Use This Page

This page is intended for administrators or configuration staff.

Most staff will use the generated tasks, not edit workflow templates.

Template Statuses

Workflow templates can be:

• Draft
• Published
• Disabled

Draft templates are editable.

Published templates are read-only.

Disabled templates are read-only until enabled as a draft or copied.

Template List

The template list shows available workflow templates.

Templates may show badges such as:

• Default
• Draft
• Published
• Disabled

Select a template to view stages and task templates.