Edit the Workflow Template

To edit the name and description:

  1. Access the Workflow Template list.
  2. Click the template name to be edited.

    Edit a Workflow Template

  3. Click Edit.
  4. Edit the template name and/or description, task and item details as appropriate.
  5. Click Save.

    Note: The object type cannot be edited.

See Also

Workflow Templates

View Workflow Templates

Create a Workflow Template

Add a Task to a Workflow Template

Re-order Workflow Task Steps

Edit a Workflow Task

Delete a Workflow Task

Delete a Workflow Template

Push Workflow Tasks to Objects & Projects via Spreadsheet Upload