Workflow is a powerful project management tool that helps you get organised, digitise your work and centralise all your activity across the full deal lifecycle.

Now you can also save your Workflow tabs as templates to standardise, duplicate and reuse your amazing work.

To save your Workflow as a template, follow the steps below:

1. To create your template go to Actions menu, then select Save as template.


2. Enter the template's Name, choose your Tabs and click Save.


3. Next time you want to create a new Workflow using your template click + Add and choose From template.

That's it! 🎉

To learn more about the power of Workflow check out the guides below:

Create your first Workflow

Edit Workflow Security Settings

Export Workflow

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