Starting A Work Set
Work sets are started from existing work set templates. To start a new work set, navigate to the templates tab within work sets and select start on the desired work set.
Creating A Work Set Template
To create a new work set template, within the templates tab select create work set template.
On this page you are able to edit the template title and nominate the workspace it is placed into. You can then select which workflows are to be included within the template - these workflows will be used for every work set that is started from this template (note: users are able to add additional workflows during the execution of a work set)
Your changes to the work set template are automatically saved.
Editing A Work Set Template
To edit an existing work set template, within the templates tab select edit next to the desired work set.
On this page you are able to edit the template title and nominate the workspace it is placed into. You can then select which workflows are to be included within the template - these workflows will be used for every work set that is started from this template (note: users are able to add additional workflows during the completion of a work set)
Your changes to the work set template are automatically saved.
