Create New Project Template (Enterprise Plan)
Workflows empower organizations to streamline their processes by offering tools and techniques that boost productivity, enhance flexibility, and automate artwork creation. Since every company has unique processes for creating artwork, ManageArtworks provides the ability to automate these processes using custom workflows. With the "Create New Project Template" option, companies can design and implement workflows tailored to their specific needs.
 | 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)]. |
How do I Create a New Project Template in the Enterprise Plan?
Creating a new project template involves four key steps:
- Select Approval Flow
- Create Form Template
- Create Workflow Template
- Publish the Template
Step 1: Select Approval Flow
You can choose between two types of approval flows:
- Single Approval
- Multi-Level Approval
Refer to Step 1: Select Approval Flow.
Step 2: Configure Your Form Template
The configuration of your form template depends on the selected approval flow.
Depending on the selected approval flow:
- 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.
- Use In Files: Allow you to designate fields to be filled for uploaded files. This helps associate specific files with components or clarify their purpose.
- Add Helpful Hints
- Provide optional hints or tooltips to guide users and clarify field requirements.
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.
