Create an approval workflow template for documents
In the Workfront Setup area, users with a Standard license can create reusable Approval Templates. Once created, Approval Templates can be applied to assets in the Documents area of a project, task, or issue.
Access requirements
| table 0-row-2 1-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan |
For more detail about the information in this table, see Access requirements in Workfront documentation.
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Create an Approval Template
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Click the Main Menu icon
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In the left panel, click Review and Approval > Approval Templates.
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Click New Template on the right side of the page.
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Fill in the following details:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 html-authored no-header Template name Add a template name. Stage name Add a stage name. You can change the name to something more descriptive, such as Initial Review or Final Approval. Add names or emails Begin typing a user or team name to add as an approver or reviewer. If you only have reviewers, they will be notified and have the option to complete the review but no decision will be required or made. One decision required (optional) The first person who makes a decision completes the stage. Workdays until due date Choose how many workdays until the approval is due after a stage is activated. -
(Optional) Repeat the previous step to add additional stages as needed.
note note NOTE If you add multiple stages, the approval workflow proceeds in the order the stages are listed. When all required decisions are made, the next stage begins and the previous stage is locked. 
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Click Save.
Once the template is created, it can be applied to documents in the Documents area of a project, task, or issue to begin the formal review and approval process in Workfront.