Step 1: Creating the Lifecycle Template Page

To Begin:

1. Go to Add Content.  Choose Create a Lifecycle template page. Under "Title" give it a name. Let's call it "How to Build a Lifecycle Template." 

2. Next, make sure to put it in the right department. Let's use "Treasury."  (Do not choose Insurance & Risk Management, this is 2nd level and so links will show on that page.)

3. You can add content now if you want or wait to add content later.  For this exercise, we'll add content later.  However, note that the content in the first Lifecycle template page provides an introduction to the user of what the the lifecycle is about.  It also allows you to link to contact info, related forms, policies and training.  Important:  If you want the contact info, related forms, policies and training link boxes to show at the bottom of every page, then every page you link together must be a Lifecycle template page content type.  If you don't need to have this info at the bottom of every page, then you can use a basic page content type instead.

4. Click in the box next to "provide menu link"

5. Create the menu link to the department: in this case, Treasury. Use the pull-down option next beneath "Parent Item."  (Note:  If you later change the page title, you'll also want to change the menu link title as well so that the link changes with the page title.)

6. Click "Save" at the bottom of the page.  The resultant page will render and you'll see the result of your work. 


Right now, if you look at the main page for the department, you'll see that "How to Build a Lifecycle Template" shows up on the second level nav. We don't want this to happen.



7. Go to "Main Menu" (top left)

8. Go to "How to Create a Lifecycle" and on the right side of the screen, click to disable the page.

9. Go to the bottom and click on "save configuration." Now you can start to build out the lifecycle.


Note: If the "Parent item" is a sub-page in a site (rather than a department group main page, you'll need to adjust the parent/child relationship of how the pages are linked according to your desired result.