---
title: "Workflows and Workflow Templates Overview | ThreatConnect"
slug: "workflows-and-workflow-templates-overview"
description: "This article provides an overview of Workflows and Workflow Templates in ThreatConnect and the corresponding minimum roles and prerequisites for each feature."
tags: ["Case Management"]
updated: 2024-03-21T18:50:40Z
published: 2024-03-21T18:50:40Z
canonical: "knowledge.threatconnect.com/workflows-and-workflow-templates-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows and Workflow Templates Overview

## Overview

Workflows are codified procedures for the steps to be taken within a [Case](/v1/docs/workflow-cases). Workflow Templates are System-level Workflows that are available to be copied into and used in Organizations. ThreatConnect® provides a set of Workflow Templates via TC Exchange™, and System Administrators may install System-level Workflow Templates. Users and administrators with the requisite permissions may also create Workflows from scratch.

The articles in this category demonstrate how to view and build Workflows on the **Workflows** tab of the **Workflow** screen, covering topics such as how to add and configure Tasks and Phases and how to define the [Artifacts](/v1/docs/artifacts) to be collected. It also describes how to view System-level and TC Exchange Workflow Templates available on the **Templates** tab of the **Workflow** screen and copy them into your Organization and how System Administrators can install Workflow Templates in their ThreatConnect instance. See [*Workflow Overview*](/v1/docs/workflow-overview) for a high-level overview of Workflow, including terminology and process flow.

## Before You Start

| Minimum Role(s) | - Organization role of Read Only User (for viewing Workflows) - Organization role of Standard User (for viewing Workflow Templates available at the System level and in TC Exchange; copying Workflow Templates into an Organization; and creating, editing, importing, exporting, and duplicating Workflows) - Organization role of Organization Administrator (for deleting Workflows) - System role of Administrator (for installing and uninstalling System-level Workflow Templates) |
| --- | --- |
| Prerequisites | Workflow enabled by a System Administrator |

---

*ThreatConnect® is a registered trademark, and TC Exchange™ is a trademark, of ThreatConnect, Inc.*

20090-01 v.06.A

## Related

- [Workflow Cases](/workflow-cases.md)
- [Workflow Overview](/workflow-overview.md)
- [Workflow Playbooks](/workflow-playbooks.md)
- [Workflow Tasks](/workflow-tasks.md)