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Make sure the following key attributes are correctly set in the workflow template.

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Helpful tips

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Create work routines

• Who does what? Who creates orders, who assigns, who schedules the order and task dates, who uploads the assets.

• How does it transition from the order creator to the additional steps: scheduling, assigning, etc…

• Who adds the messages?

• When do you switch to “In progress” so that assigned resources will see the order?

• Always prefer creating your orders in advance, for example, the whole series. That way, once the assets are available you upload them and the order is ready.

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