Import templates

A template is a predesigned workflow a member can import in the workspace.

 

To import a template:

  1. From the workspace menu, click Templates.
  2. Open the template you want to import.
  3. Click Use this template to create a workflow.
  4. Select the workspace and click OK.

 

You will be redirected to the workflow editor view.

In the workflow editor view, you can customize the new workflow generated from the template (add or remove actions, assign actions, etc).

When customization is finished, don’t forget to generate and enable a version to be able to start runs. 

🔔 Interested in our solution ?