14 docs tagged with "templates"

Use the AI to generate a complete project schedule from templates with WBS, activities, relationships, and calendars.

Tutorial for creating a workflow template with parallel review steps across disciplines, SLA enforcement, and conditional escalation to final sign-off.

Build conditional step logic in Kazinex Workflows templates — write condition expressions, skip steps automatically, and route different document types through the same template.

Build a reusable review or approval route in Kazinex Workflows.

Create and manage reusable body-text templates for correspondence in Kazinex Workflows, reducing drafting time for common correspondence types.

Generate complete project schedules from scratch using the AI Copilot — 10 industry templates, three generation tiers, and six regional production rate databases.

Understand sequential, parallel, and conditional routing modes for workflow template steps in Kazinex Workflows.

Set step-level duration and SLA targets in Kazinex Workflows templates — configure overdue detection, escalation, and SLA enforcement.

Configure step assignments in Kazinex Workflows templates — assign by role, by specific user, or leave open for the initiator to assign at workflow start.

Understand the four workflow step types in Kazinex Workflows — Review, Approve, Acknowledge, and Sign — and when to use each.

Control workflow template naming, ownership, review, versioning, and cleanup in Kazinex Workflows.

Configure workflow-level settings in Kazinex Workflows templates — outcome determination, rejection handling, initiator permissions, and completion notifications.

Activate, deactivate, and manage workflow template versions in Kazinex Workflows — understand how template changes affect running instances.

Design reusable review and approval routes in Kazinex Workflows.