Step 1: Select Approval Flow (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 new project template in the Growth Plan, refer to [Create New Project Template (Growth Plan)].

01. Access the Admin Module

1. Log in to your ManageArtworks account.
2. Navigate to the Admin module on the left-hand side of the interface.
3. Click the Create New Project Template tab.

02. Approval Flow Selection - Choose Your Approval Flow

You can choose between two types of approval flows:

1. Single Approval
2. Multi-Level Approval

1.Single Approval

This option creates workflows where only a single project is generated upon initiation.

• Single Component: Allows you to create a project with one component when combined with multi-level approval flow.
• Multi Component: Allows you to create a project with multiple components when combined with multi-level approval flow.

Note: The Single/Multi Component feature is currently under development. For now, selecting Single Component or Multi Component will produce the same result. Templates created with the Single Approval flow option can act as child templates, which can be reused or integrated when creating a workflow template using Multi-Level Approval flow.

To Select Single Approval

1. Select Single/Multi Component in the approval flow options.
2. Click Ok to proceed.

2. Multi-Level Approval

This option supports workflows where multiple projects can be generated based on the components added upon initiation.

• When a user initiates a new project, the workflow creates multiple projects based on the number of components specified in the project. For example, if you need to create projects for two similar artworks (i.e. carton and label), you don't need separate projects for each. The carton and label items are considered components.
• With Multi-Level Approval option, the project will split into multiple projects, with each component treated as a separate project. This simplifies tracking and monitoring the status of each component.

To Select Multi-Level Approval

1. Select Project and Component in the approval flow options.
2. Click Ok to proceed.

If you want to create a project without components—choose the Single Approval flow.   If you need to create a project with components—where each component is split into multiple projects and treated as a separate entities—select the Multi-Level Approval flow.

Step 2: Create Form Template