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 for the workflow you are starting, you can add the specific users who you want to work on specific topics.
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.