Go to Workflows / Templates

A template is used to define a list of tasks to be performed for a recurring process.

You can create, modify or delete templates as required.

Tasks

You can define tasks for each model. Different information can be added to the tasks.

  • Type: type of action (task or question)

  • Task/question title: main title displayed in the list

  • Link (URL): link to web address

  • Description: additional information

It is possible to change the order of tasks within a template by using the arrows on the right of the list.

A task can be deleted at any time.

Modifications to templates do not affect workflows already in progress.

Manage

You can enter the name of the model. This must be unique and can be changed at any time.

The entire template can also be deleted.

Did this answer your question?