*Note: The following instructions require advanced permissions. To request permissions please contact your Administrator.
To edit an already existing Workflow click the 'Workflow' link in the mega menu:
This brings you to a list of the Workflows. To edit a Workflow, click it's corresponding pencil icon:
This will bring you to the Edit Workflow page. Here you have several options to customize your template.
Template Tokens are what appear on the task form when a team member generates a task using a Workflow, such as Title, Project, Decision Owner and so on in the example below:
In the Edit Workflow page, Template Tokens can be created and edited in the Template Tokens section.
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