Skip to main content

Creating a Workflow Template

What is a workflow template?​

Workflow templates help save time by creating reusable blueprints for workflows, capturing all configurations, and enabling efficient replication in various applications.

Steps to Create a workflow Template​

  1. Select a Workflow
    • Identify the workflow you want to save as a template and click on the Save as Template option.
  2. Add Details & Preview
    • Enter relevant details such as a descriptive name (e.g., Team Goal Alignment Workflow) and a summary of its functionality.
    • Review the workflow to confirm all configurations are correct before publishing.
  3. Publish Template
    • Click on Publish to save the workflow template. This action makes it available for use by all authorized users on the platform.
  4. Access Created Template
    • Navigate to the Artifacts section to confirm the template has been successfully created.
    • Locate the workflow template in the list and ensure all details are correct.