Skip to main content
Skip table of contents

Create a Workflow Template

Available to Project Admin and Organization Admin.

You can create a Workflow Template from the Workflows page:

1. Go to the Workflows page.

2. Click [Create a new Workflow] button.

Preview

The second way to create a Workflow template is from an existing project.

A Workflow template can only be created from the normal view Project, not from a Quick Start Project.

From the list of Projects:

1. Go to the Projects page.

2. Choose a project you want to use as a Workflow Template.

3. Click […] button.

4. Select [Save as Workflow template] option.

5. Click [Save] button in confirmation dialog.

Preview

From an existing Project:

1. Open the project you want to save as Workflow Template.

2. Click […] button.

3. Select [Save as Workflow template] option.

4. Click [Save] button in confirmation dialog.

Preview

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.