For more control and organization within your company on the projects created, Leeway allows you to set up workflows in a few clicks.

Leeway allows you to create different types of workflows:

  • workflows for assigning or archiving projects created with this template;

  • approval workflows.

To access it, go to the "Templates" tab in the left-hand menu. Click on the template for which you want to set up a workflow and then on the "Workflows" tab.

Create a project assignment workflow

Do you want a project created from a kind of template to be assigned to a specific member every time? The selected person will become systematically responsible for each project created from the template.

Here's how to do it:

1️⃣ In the "Workflows" tab of the template therefore, on the "Project Assignation" step, click "Set up this step" ;

2️⃣ Select a default supervisor from the drop-down menu;

3️⃣ Save this step.

This information is editable in the information on the right, when you click on a project.

Create a workflow for archiving the project

Do you want a project created from a kind of template to be archived in the chosen folder every time?

Here's how to do it:

1️⃣ In the "Workflows" tab of the template therefore, on the "Project archiving" step, click on "Set up this step" ;

2️⃣ Select a default folder from the drop-down menu; you can add as many folders as you want ; Projects created with this template will then be automatically saved into this(ese) folder(s).

3️⃣ Save this step.

This information is editable in the information on the right, when you click on a project.

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