Create an Approval Template for assets and documents
The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
In the Workfront Setup area, users with a Standard license can create resuable Approval Templates. Once created, Approval Templates can be applied to assets in the Documents area of a project, task, or issue.
Access requirements
You must have the following access to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
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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Specify the following information:
table 0-row-2 1-row-2 2-row-2 Template name Begin typing a name for this template. (Optional) Timeframe Enter the timeframe in days . The approval deadline is calcuated from this field once the template is applied to an asset. Add approvers or reviewers Begin typing the name of users or teams, then designate them as a reviewer or approver. -
Click Save.