A well-documented and visualised business process helps with the induction of new staff, the optimisation of processes and troubleshooting. Assigning tasks and activities to departments or individual staff ensures that tasks are neither duplicated nor forgotten. Specifying a purpose makes it easier to check whether the workflow is achieving its goal.
- Go to the
Home tab on the function bar. - Click on the dropdown triangle next to
Workflows and select 
Workflow templates > 
New. Alternatively, go to the 
Templates tab and select Workflows > New. - Enter a Title for the workflow template and a code/short name in the second input field.
Example: Processing a customer enquiry for an event - Give the workflow template a version number to be able to track adjustments and changes. As soon as workflow documentation is saved based on a template, the structure of the template can no longer be changed. Assign a type to the workflow template from the expandable picklist for easier retrieval.
- Explain the workflow template in more detail in the fields Description and Purpose at the bottom of the input window.
Example: Description: Procedure for initial customer enquiries. Purpose: Clarification of possible dates and initial customer requests for forwarding to the event office. - Click on the
Inactive icon to 
Activate the template and make it available to staff. 
Save your input by clicking on the icon in the top left-hand corner of the input window.
