Workflow

Create Activity Templates

When creating activities, make sure that your descriptions are clear and unique!

Select Manager > Workflow > Activity Templates.
The Activity Templates list is opened.

To change to Insert mode click .
In the Duration and Limit column the value 1d (1 day) is set automatically but can be changed by an entry from the selection menu.

In the Description field enter Compilation.

In the Comment column, enter Compilation of orders.

To save the entries click .

  The activities in the Activity Templates list are also available in the Activities tab of the Workflow components window in the Workflow Editor. There the activities can be selected to create a workflow process.
  To display the new activity templates in the Workflow Editor, close the Workflow components section. Select View > Palette and activate the Activities tab of the Workflow components section.