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Create a workflow at the project level to use with your project documents. To create a workflow, complete the following procedure.
  1. In the Project space menu, select Workflows.
  2. Select Create new.
  3. In Create workflow, do one of the following.
    • Select the template you want, complete the fields, and click Create Workflow.
    • Select the Custom tab, complete the fields, and click Create Workflow.
Your workflow is now listed on your project’s Workflows screen.