Creating Production Workflow Templates

Production Workflow Templates define the tasks that automatically appear on each new Production Order.

Use a template to determine:

  • Which tasks must be completed
  • The order in which tasks should be completed
  • Which User Role is responsible for each task

Create a Workflow Template

  1. Create or open a Production Workflow Template.
  2. Select Add Task.
  3. Enter the task information.
  4. Assign the task to the appropriate User Role.
  5. Place the task in the correct workflow order.
  6. Add more tasks as needed.
  7. Select Save.

You can create multiple workflow templates for different production processes. When creating a Production Order, select the template that best matches the job.