Create and publish a workflow template
Workflow templates are built once and then published so they can be attached to projects or assets. This article covers creating and publishing a template.
Duplicate/clone a workflow template
You can duplicate an existing workflow template to use it as a starting point for a new one. This article covers cloning a workflow template.
Delete or archive a workflow template
Workflow templates that are no longer needed can be archived or deleted. This article covers the difference and how to do each.
Add and reorder workflow stages
A workflow template is made up of an ordered sequence of stages. This article covers adding new stages and reordering existing ones.
Customize stage names and colors
Each workflow stage can have its own display name for quick visual identification. This article covers customizing stage names and clarifies how stage colors work.
Create and manage custom workflow statuses
Custom statuses let you define the specific labels an asset can carry as it moves through a workflow. This article covers creating and managing custom statuses.
Configure stage reviewers (individual, external, group) and permission levels
A stage's reviewers can be individual members, external guests, or entire groups, each with a configurable permission level. This article covers configuring stage reviewers.
Configure stage activation (on share, manual, after another stage)
A stage can activate when the asset is shared, manually by a user, or automatically after a previous stage completes. This article covers the available activation modes.
Configure version-upload behavior (keep approval vs restart stage)
When a new asset version is uploaded mid-workflow, you can configure whether the existing approval is kept or the stage restarts. This article covers configuring version-upload behavior.
Configure stage decision closure (all/one/person/threshold)
A stage can be configured to close once all reviewers decide, just one does, a specific person does, or a threshold of reviewers is met. This article covers the decision closure options.
Configure stage due dates (fixed date vs duration)
A stage's due date can be set as a fixed calendar date or as a duration relative to when the stage starts. This article covers configuring both modes.
Configure stage notifications
Each stage can be configured to send its own notifications to reviewers and stakeholders. This article covers configuring stage notifications.
Set workflow-level reviewer reminders
You can configure reminder emails that go out to reviewers who haven't responded yet at the workflow level. This article covers setting up reviewer reminders.
View active instances of a workflow
You can see every asset currently running through a given workflow template. This article covers viewing active workflow instances.