Overview of Templates

Templates make it easy to manage multi-step repeatable processes with customers, vendors, and partners. Create a template to set up a workflow that can easily be reused whenever you need it.

Templates can be accessed from:

  1. The My Templates page, where you can create and store your own workflow templates. 
  2. The Template Gallery, where you will find a wide range of pre-built template workflows across industries and departments, ready for you to use or customize. 

How to Create a Template

Create a template from the Templates page in the top navigation bar. 

To set up a workspace template, you will define your workflow & the roles involved in your workflow. 

  • Drag and drop actions to create a workflow.
  • Add user roles to your workflow and assign specific actions to different roles. Your Workflow Roles represent the people who will need to take action in the workflow. 

How to Use a Template

Use a template by hovering over a template and clicking Use from the Templates page. You can also use a template when creating a new workspace from the +New button in the top navigation bar. 

Using a template will create a workspace from the template. 

To use a template, you will assign users to the template roles and have the option to edit any details that need to be customized for that individual workspace.