To create a step workflow from a template:
- Method 1 Hover over the Workflows menu and click Workflow Templates.
- Click the + icon for the template of your choice.
- Fill in the form.
- Save the form. Click Save.
- Click Save and Start to use the workflow immediately.
- Method 2Open the Workflows menu.
- Click Create New Workflow.
- Click New Workflow from Template. A new window will appear.
- Select the template of your choice from the drop-down list.
- Click Create Workflow.
- Fill in the form.
- Save the form. Click Save.
- Click Save and Start to use the workflow immediately.
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