Creating a workflow template
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To create a workflow template:
- Click Admin on the Dashboard.
- Click the Manage Workflows link.
- Click Create Workflow.
- Select the Purpose from the drop-down list.
- Enter the workflow template Name.
- Select the Request Type from the drop-down list.
- Select the Office from the drop-down list.
- Select the appropriate Tags from the drop-down list.
- Click Save.
- Click Add Task. The Add Tasks pop-up will display.
- Place a check in the box next to the appropriate Task Name.
- Click Add Task.