All Collections
Workflows
Building, Editing, & Publishing Workflows (Admin Only)
Creating a workflow template
Creating a workflow template

Create a template of a workflow that others in your workspace can use when building a workflow

Rory Broadbridge avatar
Written by Rory Broadbridge
Updated over a week ago

When building a workflow, you may save it as a template, allowing others users to create new workflows from the existing steps you have created.

To use this feature, create a new workflow using the workflow builder. When ready to save, you can find the Create template option under the ellipsis icon in the top right corner.

To use a workflow template, access the list of available templates from the Workflows page, under the templates tab. When you building from a workflow template, you will be able to continue adding steps in the regular workflow builder before publishing to your selected workspaces.

For more information check out our tutorial below:

Did this answer your question?