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.