Creating a Workflow Schema

Your Schema is the template that determines how a project will be structured and how the building blocks (Objects, Tasks, Milestones, and Versions) are organized when you create a new project. You can create multiple Schemas for different project types you may be working on.

This is where you put all your planning and configuration work into a unified Workflow as unique as your Project needs to be.


  • TV and Film may have a Schema template for VFX projects and one for Animation projects
  • A marketing agency might have a Schema template for Communications projects and one for Creative projects


Open the image to enlarge.

Quickstart Guide


Shows your list of available Schemas.

  • Animation and VFX are available out-of-the-box and can be edited or duplicated as needed for a quicker setup if they are inline with your workflow.
  • Click + to Create a new Schema.
  • Click the Trash icon to Delete the selected Schema.
  • Click the Clone icon to Duplicate the selected Schema.

The configurable items in the selected Schema.

  • Rename Workflow button - give your Schema a new name.
  • Set as Default button - make this Schema the default when you create a new Project.
  • Objects
    • Click Edit and select the Objects you'd like to add to your Schema
    • Once your Objects have been added, click Edit on each Object to add the desired Statuses and/or Types by selecting the checkboxes of those you need.
  • Task
    • Click Edit beside "Task".
    • By default, there is a singular Status workflow for Tasks. Select all the Statuses you wish to use for the default workflow.
    • Add Task Type - Click the button and select every Task Type you will use in your Schema. Without any further changes, these will all use your default Status workflow. This may be all you need, and you can Save, OR...
    • Add Override - If you want unique Status workflows for certain Task Types, you can create overrides.
      • Click Add Override to make an exception.
      • Drag any Task Type(s) from the default section into your override.
      • Adjust the Statuses for that override group.
      • Repeat for as many Task Type overrides you need
      • Save changes.
  • Milestone
    • Click Edit and select the Statuses and Types you'd like to use for your Milestones, and save.
  • Version
    • Click Edit and select the Statuses you'd like to use for your Versions, and save.
  • Task Templates - you can have multiple Task Templates within a Schema. They automatically populate your Objects with a set of Tasks.
    • Click Edit.
    • Select the generic 'Task Template' at the top left of the window.
    • Select all of the Task Types you would like to include in that Template. Each will show up as an individual Task in your Object.
    • Rename the Template at the top and click Apply.
    • Click the + button to start a new Template and repeat the steps.

Your Schema requires all settings to be adjusted except for Task Templates before it is production ready. Task Templates are optional but recommended for their ease of populating your project schedule.


If your Schema is not configured correctly, you will see a red warning icon beside the Schema name. Hover over the warning to reveal the issue to be corrected.



The warning indicates that 'My Workflow' Schema Milestones have no Types or Statuses yet.

Tip: For more detailed information on setting up a Schema and Task Templates, please refer to the articles below:


You may only need one Schema for your projects, but if you require multiple as you have different types of projects on the go at one time, you can repeat the process until all your Schema's are populated and built out in the Schema list.

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