Templates

To view your templates, access the Templates section by clicking Library in the top navigation bar. 

Under the Templates section, you have the option to create Templates for three types of commonly used functions in your portal:

  • Flow Workspace 
  • Action
  • Milestones

Templates streamline processes by enabling you to create ready-made, reusable versions of your most commonly used workflows, actions, and milestones.

 

Flow Workspace Templates

In this page, you will see all of your saved Flow Workspace templates, including any templates that other internal users have shared. 

Add a new Flow Workspace template to this page by importing a pre-made template from the template gallery or creating a new template by clicking + New Template in the right corner. 

You can create a Flow workspace by using a template directly from the Flow Workspace Templates page in the Library. Hover over the template you’d like to use and click Use to start a new workspace, based on this template. 


 

To efficiently manage and locate specific Flow templates, you can use the search and sorting options available at the top of the Flow Workspace Templates page. Use the 'Filter by name' search bar at the top of the Flow Workspace Templates page to enter keywords and quickly find templates that match your criteria. 

 

 

Sort templates by Last UsedAction NameLast Modified, or Created to find the most relevant ones. Filter templates to view All TemplatesCreated by You, or Created by Others for easy access and organization.