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Templates

Templates are reusable process starting points.

They help teams move faster by turning a proven workflow pattern into something another team can adopt instead of rebuilding it from scratch.

Why templates matter​

Templates reduce:

  • blank-page starts
  • inconsistent process design
  • repeated setup work
  • re-learning the same workflow structure

What you can expect in the Template Store​

The app currently supports:

  • scope filters such as All, Personal, Workspace, and Public
  • search
  • trigger-type filtering
  • template detail views
  • creating a process from a selected template

Trigger types you may see​

Templates can reflect different ways a process starts, including:

  • manual start
  • scheduled start
  • embedded form
  • webhook
  • received email

Good template hygiene​

A good template:

  • solves one clear business problem
  • has a readable name and description
  • uses tags that help discovery
  • avoids unnecessary complexity
  • makes its dependencies obvious