Use Template Step

To automate the process of workflow building even more you can use templates instead of adding ToDos one by one. This can be especially useful if you need to create multiple workflows with similar tasks. To use a template you need to click the Add step button.

After that choose the use template option.

In the next form you can choose the template to add into the workflow and the person the tasks will be assigned to.

After you click save the template appears in the workflow.

After you add all the workflow steps, press the Publish button. The workflow will automatically assign the tasks from the template to the user you mentioned.

Still haven’t got ToDoBot in your workspace? 🤔

No worries, now it is the best time to give it a try.
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