Building effective workflows from scratch each time can be time-consuming and inconsistent. Puzzle’s Templates eliminate this hassle by providing pre-made workflows ready for immediate use. Templates significantly speed up your workflow creation process, maintain consistency across your operations, and make collaboration seamless.
Whether you're standardizing internal processes or sharing workflows with external stakeholders, Templates help you scale operations efficiently and reliably—freeing your time to focus on strategic discussions.
Benefits of Using Templates
🕗 Time Savings: Quickly launch workflows without needing to build processes from scratch, significantly reducing setup time.
💯 Consistency: Maintain standardization across shared workflows, ensuring multiple clients follows the same clearly defined process steps.
🚀 Rapid Onboarding: Help new clients quickly understand and adopt your established workflows through clearly structured templates.
📚 Improved Documentation: Clearly document proven processes, providing teams or clients with reliable, easily accessible references for projects.
Video Guide: Using Templates
Step-by-Step Guide
1️⃣ Creating a Template
1️⃣ Creating a Template
👉 Choose Your Section: Navigate to the workflow section you want to save as a template.
💾 Save as Template: Click "+ Save as Template" in the toolbar.
📝 Provide Details: Enter a clear name, descriptive details, and categorize your template for easy future reference.
2️⃣ Applying a Template
2️⃣ Applying a Template
📁 Use Template Icon: Click the "Use Template" icon in the toolbar.
🔎 Search or Browse: Browse through categories or use the search function to find your desired template quickly.
👉 Select Template: Hover over the chosen template and click "Use Template" to add it to your workspace.
💡 The deployed template appears immediately to the right of the right-most section within your workspace
3️⃣ Modifying a Template
3️⃣ Modifying a Template
✏️ Locate the Template: Click the "Use Template" icon and find the template you want to modify.
🖱️ Hover and Edit: Hover over the template, then click "Edit Template."
⏳ Update Details: Adjust the template’s general details as needed and save your modifications.
🚨 Important: Users aren't able to directly edit associated step details after saving a template. If you need to update specific step details, you'll need to locate the original section, update steps accordingly, save it as a new template, and delete the outdated version.
4️⃣ Deleting a Template
4️⃣ Deleting a Template
❌ Find Template: Click the "Use Template" icon and locate the template to remove.
🖱️ Hover and Delete: Hover over the template and click the 🗑️ icon.
✅ Confirm Deletion: Confirm the deletion prompt to permanently remove the template.
💡 Best Practices & Tips
👤 Manage Permissions: Only the template’s owner or a Super Admin can edit or delete templates. Ensure appropriate roles and permissions are assigned clearly.
🔄 Regularly Review Templates: Frequently audit and update your templates to ensure they remain accurate and aligned with current processes.
🗃️ Use Clear Naming Conventions: Name templates clearly and descriptively for easy identification and accessibility.
📌 Categorize Templates Strategically: Organize templates into meaningful categories to make finding and applying templates easier and faster.
📎 Include Helpful Notes: Incorporate detailed notes or step instructions within your templates to provide clarity for future users or new team members.
Conclusion
Puzzle Templates simplify workflow creation, ensuring consistency, clarity, and efficiency across your processes. By leveraging pre-made workflows, you save time, reduce manual effort, and seamlessly scale your operations. Adopt the best practices outlined here to fully optimize your template usage and maximize productivity across your organization.
Start building and leveraging Puzzle Templates today—streamline your workflow creation and transform your team's efficiency!