After clicking into the workflows module, from the dropdown, click new workflow template.
Select the module the template (category) will be assigned to and enter the template (category) information. Click create when finished.
The stages and transitions are created and managed in the same way the issue and change control modules work. Once the template (category) is ready to use, mark the template (category) as active.
The template (category) will be listed under the Templates tab in the workflow module.
To create a new record under this template (category), click on the create new option and select the template (category) name.
Any record assignments in this template (category) will be listed for the assignees under the custom module bar in the assignment status chart on the main dashboard.
The assignee can click in the module bar to drill down the table and access the items that are assigned to them.