Save as template

You can save any locked workflow as a reusable template for your team.

There are two ways of doing it.

1. From the Workflows page

You may save your locked workflow as a template directly from the Workflows list page. Simply click on the right corner 3 dots of the workflow you want to templatize and choose from the dropdown.

2. From the flow builder page

Simply go to the Workflows list page, select the workflow you would like to templatize and open its flow builder page. In the top-right corner, click the three dots, then choose Save as Template from the dropdown. Confirm the action in the pop-up by clicking Export.

Your workflow will now appear in the All Templates page, ready for use.

You can delete it from there anytime if it’s no longer needed.