Are you looking to streamline your workflow and make your team more efficient? Creating a new step template in the workflow builder can help you achieve this goal. Follow these simple steps to create a new Step template:

1. Go to the menu in the top right corner of your screen and choose the Workflow Builder option.

main menu and then workflow builder

2. Click the Create New Template dropdown and choose Step.

create new template dropdown

3. Enter the details of the step.. You'll notice that the Name and Description are the only two fields required. You have the option to add a Display Name and Display Description if you would like the employee to see a different display than the Admin. Once your details are add, click Next. 

details of step

4. Now you will add the tasks that need to be completed during this step. You can add as many tasks as you need, and on the next step you will be able to set due dates and assign tasks to specific team members. Once you select your Tasks, click Update. 

adding tasks to the step

5. Now that you have added the Tasks (pulled in from your Task templates), you can now edit any of those tasks should you need to change due dates or who they should be assigned to. Simply click the three horizontal dots at the far right of the task and choose Edit to navigate to the screen to update your task. 

edit task from step

6. Once you are confident that your Tasks and Step is complete, click Save Step Template in the top right corner of your screen. You are now ready to utilize that Step in any Workflow that you plan to initiate. 

save step template

A couple of helpful tips to remember: 

- You have the option to require that the tasks be completed in the order that they are listed.

- Tasks can be dragged and dropped in the list to reorder how they should be completed. 

- You can edit your Step templates at any time by navigating to Menu < Workflow Builder < Steps tab < clicking the three horizontal dots on the right of your Step template < click Edit. 

Creating a new step template can help you save time and ensure that your team is working efficiently. By following these simple steps, you can create Step templates in just a few minutes. If you have any questions or need further assistance, please don't hesitate to contact our customer support team. We are always here to help!