Create New Project Template (Enterprise Plan)

Note: The process for creating a new project template varies depending on the user’s plan. This article focuses on creating a new project template in the Enterprise Plan. For details on creating a project template in the Growth Plan, refer to [Create New Project Template (Growth Plan)]. If you're creating a new project template with Copy Manager, refer to the guide: Configure Project Template with Copy Manager. This article covers the steps to create a project template without Copy Manager.

How do I Create a New Project Template in the Enterprise Plan?

Creating a new project template involves four key steps:

1. Select Approval Flow
2. Create Form Template
3. Create Workflow Template
4. Publish the Template

Step 1: Select Approval Flow

You can choose between two types of approval flows:

1. Single Approval
2. Multi-Level Approval
3. Workflow Template Include

Refer to Step 1: Select Approval Flow.

Step 2: Configure Your Form Template

• Customize the Fields
  • Define the key information required for each project, such as project number, project name, brand, or category.
• Set Component Field Properties
  • Define fields to capture details for individual components, such as box specifications, packaging dimensions, or other component-specific attributes.
• Set Field Properties
  • Use In Project Header: Allows you to make the field visible in the project header, ensuring that key details are easily accessible throughout the project creation process.
  • Enable Multi-Value: Allow fields to accept multiple inputs, such as tags or reviewers.
• Add Helpful Hints
  • Provide optional hints or tool tips to guide users and clarify field requirements.
• Configure Integration
  • Configure internal or SAP data with project templates to streamline data entry and maintain consistency across workflows.

Refer to Step 2: Create Form Template.

Step 3: Configure Workflow Template

• Define the Task
  • Imagine your project as a process. Each stage represents a key step in the process, like Brief Upload, Artwork Review, or Print Proof Approval.
• Utilize Task Types
  • Normal Tasks: Assign tasks for users to upload or submit their work for review.
  • Decision Tasks: Assign tasks requiring approval or rejection for critical decision-making.
  • Add a Fork: Assign parallel tasks that split into multiple simultaneous activities. Each parallel task can be a normal or decision task, allowing for efficient and concurrent progression, like the branches of a fork splitting from one point.
• Connect the Stages
  • Use Start and End activities to mark the beginning and completion of your workflow.
  • Link tasks logically, ensuring smooth progression through the stages.

Refer to Step 3: Create Workflow Template.

Step 4: Publish Your Template

• Review and Finalize:
  • Once you've built and configured your workflow and form template, double-check everything before publishing.

Refer to Step 4: Publish Template.