Creating and Editing Workflows

Workflows serve as templates upon which projects are based. Typically, only a few individuals create workflows, while others create projects and execute the projects to accomplish the workflow goal.

The following topics relate to creating and executing workflows:

• Creating New Workflows

• Renaming Workflows

• Filtering Workflows

• Deleting Workflows

• Creating New Tasks

• Modifying Task Properties

• Creating Notes for a Task

• Renaming Tasks

• Reordering Tasks

• Associating Help Files with Tasks

• Deleting Tasks

• Adding New Tools from the Process Template Editor