Articles on: Files

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.

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

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.).

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.

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.).

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

Updated on: 30/07/2026

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