Create a global Template

Log in as Super Admin
- Only the super admin has permission to create global templates.

Prepare the Item First
- Before creating a template, you must first create the base item (workflow, pipeline, or report).
- Example: If you want to make a global workflow template, first create the workflow itself. If it doesn’t exist, the system will not allow you to save it as a template.

Navigate to Settings Page There are two ways to open the Settings page:
- Option 1: Click the Settings icon on the top-left side of the header.
- Option 2: Click your avatar on the top-left side of the header → from the dropdown menu, click Settings.

Open the Templates Section
- On the Settings page, the left sidebar contains menus.
- Click Templates → A new page opens showing three template categories: Workflow, Pipeline, Report.

Select What to Create
- Example: To create a workflow template, click Workflow.
- You’ll see a table with a list of existing workflow templates.

Add a New Template
- Click the Add Template button.
- A pop-up form appears with the following fields:
  - Name – Title of the template
  - Description – Brief explanation of what it does
  - Tags / Keywords – For easy searching
  - Select Item – Choose the workflow/pipeline/report you already created
  - Is Global – Checkbox to mark if this should be a global template

Save the Template
- Fill in the form details.
- Tick Is Global to make the template available for all users.
- Click Save.

Step 1: Log in as Super Admin.
Step 2: Create a workflow named “Lead Qualification Workflow”.
Step 3: Go to Settings → Templates → Workflow.
Step 4: Click Add Template.
Step 5: Fill in the form:
- Name: Lead Qualification Workflow
- Description: Standard process for qualifying new leads across all teams
- Tags: leads, qualification, sales
- Select Item: Lead Qualification Workflow (the one you created earlier)
- Check Is Global.
Step 6: Click Save.

✅ Now, the Lead Qualification Workflow is available as a Global Template for everyone.