How to create a new template

To create a new template, navigate to Settings —> Templates and Macros. Then, click “Create New Template” and create your new template to your liking. Make sure to save your template once you're done!

You can always come back and edit templates as your workflows evolve, so no need to make your template perfect the very first time.

Sharing Templates

You can mark a template as Shared with your organization, or private to yourself. And if your organization has multiple locations, you can choose to share a template with your entire organization or only a specific location.

Private templates cannot be viewed by anyone on your team other than yourself. This helps keep the list of templates short for larger teams.

Shared templates can be viewed, used, and edited by anyone with access to the template.