Creating Workflows

  1. In the main menu, select Settings > Workflows

    The Workflows tab opens.

    NOTE If the Settings or the Settings > Workflow options are not available, an admin user may have to grant these privileges to a group that you are a member of. This can be done in Security, under Global Rules, by enabling Manage Workflows.

  2. Click on the Add Workflows button.

    The Add Workflows dialog opens.

  3. In the Name field, enter the name of the new workflow.

  4. In the Type drop-down menu, select the type of item to which this workflow applies. For workflow of episodes, select Job. For a workflow tracking shots, select Scene. For a workflow of backgrounds, characters or props, select Asset. If you would rather create a Task Statuses workflow, refer yourself to the section How to create a task statuses workflow.

  5. In the Colour field, use the colour picker widget to select an identification colour. Note that you can use the colour picker icon to pick a colour from anywhere on your desktop. After your colour selection simply click outside the widget to proceed.

    NOTE It can be a good idea to create a workflow based on an existing one. To do so, use the Copy From field (or simply leave it blank to create a workflow from scratch.)

  6. Click Create to create the workflow.

    Next, you will want to add Processes to your workflow. Check out the section on Creating Processes.