Step 1: In the template list select the template relevant to the new product or project


Step 2: Select ‘record new’ or if viewing workflows select ‘generate from template’, a new dialogue will open


Step 3: Add all the new product information

Step 3.1: Name, Description, Select Relevant site Launch Date (if a launch date is not entered, it can be added/amended later in the process, Custom Fields (if created and set as active), Product Source: existing product, new product, or temporary product


Step 4: Select generate