Manage workflow templates
You use a template to design the tasks that need to be completed in a workflow. When you want to start a workflow, you select the template where the tasks you need to complete are already defined. Then you can assign a specific Workgroup user to work on specific topics.
For a complete list of permissions, read: Workflow permissions.
You can use the default topic template or create your own.
- To use the default template, you can edit it or save a copy to update it so that it reflects your unique business workflows.
- If you create a new component and select a type of Workflow, you have a completely blank workflow to configure from scratch.
- All the same features included in topic workflows are available in new workflow components.
- Create your own workflow template
- Sequential reviewer workflow. Use this template to automate the review process with two sequential reviewer phases.
- Topic workflow. Use this template to develop, review, and publish content.
In the default topic workflow, you must complete tasks in the following order:
- Develop Topics
- Review
- Approve
- Produce Deliverable
Tips and tricks- You can create new activities if you need more steps
- You can change the task order in the workflow if necessary
- The activity must be completed before Inspire moves the workflow to the transition
Inspire provides default workflow templates in the Workflows folder. If you move a workflow out of this folder:
- It retains its file type of Workflow.
- You can still select it when you're working in a project and click Create workflow.
- To move a component, refer to the steps in Move components.
Workflow building blocks are unique to a template. This includes:
- Activities
- Workgroups
- Actions
- Transitions
If you create or update one of these building blocks in a template, to re-use it in another template you must re-create it in that other template.