Session 3: Workflow Templates

In this session of Ziflow Academy, we’ll walk through how to create and manage workflow templates to streamline your review and approval processes. You’ll learn how to set up stages, deadlines, and automation triggers to ensure an efficient and repeatable workflow that keeps projects moving.

Topics Covered:

• Introduction to Workflow Templates – Why they matter and how they save time
• Creating a Workflow Template – Defining stages, deadlines, and triggers
• Managing Permissions in Workflows – Assigning the right roles for a smooth process
• Customizing Email Invitations – Ensuring clear communication at every stage
• Advanced Workflow Customization – Automating approvals and using conditional logic

After This Video, You’ll Be Able To:

• Create workflow templates to standardize review processes
• Automate proof routing, deadlines, and decision-making
• Assign permissions to ensure the right people are involved at each stage
• Customize email invitations for clear, professional communication
• Utilize advanced workflow automation for more efficient approvals

Need a hand with workflow templates? Explore these additional guides from the Ziflow Help Center:

• Create workflow templates
• Define the workflow
• How to set up routing

Go to Session 4: Proof Creation and Management

This video may reference features that are only available in certain Ziflow plans. For a clear breakdown of what’s included in your plan, visit ziflow.com/pricing.