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Create a Global Template

Create a reusable global template for workflows, pipelines, or reports.

Before You Start​

  • Make sure you are logged in as Super Admin.
  • Make sure the original item already exists before you turn it into a template.

Steps​

  1. Open the Settings page from the Super Admin dashboard.
Super Admin dashboard with the settings icon highlightedSuper Admin dashboard with the settings icon highlighted
  1. Open Templates from the settings sidebar.
Templates section in Super Admin settingsTemplates section in Super Admin settings
  1. Choose the template category you want to create, such as Workflow, Pipeline, or Report.
Template category page with the Add Template button visibleTemplate category page with the Add Template button visible
  1. Click Add Template.
  2. Fill in the required fields:
    • Name
    • Description
    • Tags or Keywords
    • Select Item
    • Is Global
  3. Turn on Is Global if you want the template to be available system-wide.
  4. Click Save.
Add Template form with name, description, item selection, and Is Global optionAdd Template form with name, description, item selection, and Is Global option

What Happens Next​

The new template appears in the selected category and can be reused across the system.

Notes​

  • You can only create a template from an item that already exists.
  • Use Is Global only when the template should be shared system-wide.