> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.smino.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How do I create a workflow template?

| Note: To create a workflow template, you need project administrator permissions. 

Open the **Project Settings** menu (1.) and scroll down to **File Storage Settings**. Then click the **edit button** (2.) next to Workflow Templates.  

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/f/e/7ffe47b65f73d800/image_1ek6xtm.png)

A new window will open. Now click on the **+ New Workflow** button. 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/f/e/7ffe47b65f73d800/image_q2k41n.png)

Fill in the required fields (areas highlighted in yellow). If needed, you can add another workflow step by clicking the **+ Add New Workflow Step** (1.) button. Then click **Save** (2.).

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/f/e/7ffe47b65f73d800/image_1xeac4p.png)

The workflow template you just created is now displayed. Click the **Edit** button (1.) to edit your template again. Click **+ New Workflow** (2.) to create additional workflows.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/f/e/7ffe47b65f73d800/image_17856pk.png)

To use the template, click the **Files** menu (1.) and open the appropriate file. Click the **three dots** (2.) in the upper-right corner, then click **Start Workflow** (3.).

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/f/e/7ffe47b65f73d800/image_1ohpktt.png)

A new window will open. Here, you can start a new workflow and **select** the template you just created.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/f/e/7ffe47b65f73d800/image_1gn385i.png)