Workflow Templates in Projects help editorial teams manage the production process across many Deliverables at once. After your team has done the hard work of shooting and selecting images, Workflows decide the steps each final image goes through, including retouching, quality control, and final delivery.
Article Overview
With Project Workflow, you can assign or change a Workflow, reassign step owners, and add or remove steps without updating each deliverable one by one. This makes large-scale changes to your production process faster and more flexible. This article follows a Workflow from start to finish, from building it in a Project to linking it to Deliverables and managing it over time. Use the table below to jump straight to the part you need.
Section | What You’ll Learn |
Building a Workflow | Find the Workflows Tab and create a Workflow from scratch, from another Project, or from a Workflow Template. |
Add, reorder, or remove steps and change step settings from the slide-out menu. | |
Assign a Workflow to the Deliverables that should follow it. | |
Duplicate a Workflow, unlink its Deliverables, or delete it. |
Building a Workflow
Workflows live in the Project details. Open your Project from the Editorial Projects page, then head to the Workflows Tab to see every Workflow in that Project.
From here, you can build a new Workflow from scratch, import one from another Project, or import a Workflow Template. Each option sits under the same Add menu.
Creating a Workflow
To start from scratch, click Add → then ‘New Workflow.’ Every Workflow automatically contains a Capture step, which is required, while the Final Selection step is optional.
Next, give your Workflow a name. The name must be unique and can be up to 256 characters long.
Click the + icon to add more steps, in whatever order suits your team. A Workflow needs at least two steps: Capture plus one step other than Final Selection.
Once you’ve added all the steps you need, click ‘Add.’ Your Workflow is then saved as a Workflow Template that you can reuse across Projects and Deliverables.
Import From Project
To reuse a Workflow from another Project, click Add → then ‘From Project.’ The Import Workflows window lists every Project in your instance, and you can search for one by name.
Selecting a Project shows all of its Workflows, and ‘Preview’ gives you a quick look at a Workflow’s steps. Select the Workflows you want, then click ‘Import’ to add them to your Project.
Import From Template
To use an existing Workflow Template, click Add → then ‘From Template.’ The Import From Template window lists every Workflow Template in your workspace, with a search field to narrow it down.
Select one or more templates, then click ‘Import.’ The Workflows are added to your Project straight away.
Setting Up Steps
Depending on the steps you add, some need extra details before the Workflow is ready. You can assign a step to a specific user, so the task lands with them as soon as it reaches that step; without an assignee, anyone with the right permission can pick it up.
Step | Settings |
Capture | Choose whether to Bypass Pre-selection. |
Digital Processing | Choose where Raw conversion happens:
|
Internal Post-production | Select the task assignee, then choose Enable Compositing or Enable Fan-out. |
External Post-production | Select the External Vendor, then choose Enable Compositing or Enable Fan-out. |
Final Selection, Photo Review, Post Review | Select the task assignee. |
Asset Delivery | Select the delivery location. |
🔐 Users need the right Task Execution permissions on their User Roles to work on the tasks in each Workflow step.
Editing a Workflow
To edit a Workflow, hover over its row and click ‘Edit.’ The Workflow opens in the slide-out menu, where you can update its steps and their settings; click ‘Save’ to record your changes.
Button | Action | Description |
 | Add Step | Add more steps to the Workflow. Selecting the '+' lets you add a single step to the Workflow at the point where it is clicked. |
 | Actions | Open a step’s menu to add or change its function (such as Enable Compositing or Enable Fan-out), move it up or down, or remove it. |
Linking Deliverables
To link a deliverable to a Workflow, open the Workflow in the slide-out menu and select the Deliverables Tab. Click the + icon next to Assigned To, then pick the deliverable from the list.
Click below to learn more about applying a Workflow to Deliverables in bulk.
Bulk Edit & Apply Workflow to Deliverables
Using Workflow Actions
Workflow actions are available from three places. Hover over a Workflow and click ‘Action,’ select a Workflow and click ‘Actions’ at the top of the list, or open the three-dot menu in the slide-out.
Option | Details |
Duplicate | Creates a copy of the Workflow. |
Unlink All | Unlinks every Deliverable from the Workflow. |
Delete | Deletes the Workflow. |
⚠️ A Workflow can’t be deleted while a linked Deliverable is in progress.