1. First select a project.
2. Now enter the Deliverables page through the navigation side bar. This page shows the full list of deliverables and it be easily filtered based on different sets of information.
3. Hint: You can easily search the apartments either with a certain Process Template or without one by using the Filter tool on the top right of the page.
4. Select the desired deliverable by clicking on the small white box to the left of the deliverable, then select the “Assign Template” button on the top right of the page.
5. A window will pop up with the available workflows previously created, click on the workflow you want the deliverable to be assigned with and a confirmation message will be shown.
If you want to change a template that has already been assigned, change the template using the template editor. The deliverables that were assigned with the modified template will automatically update to reflect the new sequence. Please be aware you can only change the template of a Deliverable if no entry data has yet been collected for the template currently used.
Congratulations! You have successfully assigned a template to a deliverable. The template structure was added to the deliverable and can now be seen in the mobile Today App.
How to delete a Process Template
Simply, select the template you want to delete and then click on the top right icon
Note: Process templates can not be deleted if they are assigned to Deliverables. To be able to delete an assigned template, you will need to assign a new process template to those Deliverables.