How can the admin create a workflow template using import?
Written by Nenad Pajovic
Updated at November 3rd, 2021
When creating a new template, the admin can choose to import one from an existing project (Project workflows), or an existing workflow template. This way, the admin can reuse elements such as folders, photo placeholders, and others. A new workflow template can be saved without any changes. However, the elements can also be edited, deleted if you don't need them in your new project and new ones can be added.
- Log into CloseOut.
- In the Administration tab select Templates.
- Click the Create new button, and enter the name of the template.
- On the right panel, click Import, and choose between Workflow template and Project workflows.
- Select the Workflow template and choose the one from the list.
- Click Import.
You have now successfully imported an existing workflow template. You can further customize it, by adding new elements or removing the existing ones.
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