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Add Templates from the Workflow Library
Add Templates from the Workflow Library

Workflows, Create, Checklists, Standardized Procedures, Process

Beatty W avatar
Written by Beatty W
Updated over a month ago

Please note, the Workflow Library is only available to those who have the role of Owner. This role does not indicate the actual role of the owner of an account, but is just a set of permissions with full access. If you need access to the Workflow Library but do not have the access, please see the owner of the account.

1. If you are the owner or have the owner role checked off in your permissions settings, you can get pre-made templates or workflows by hovering over your name on the top right corner and click Workflow Library

2. You can preview the templates by hovering over the paper icon then clicking on the magnifying glass with the plus sign

3. Click Add to bring the template into your account
    a. Once you have added the template, the blue bar will turn green and it will show           the template as Added! 

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