Basically, our ticket has become a template button we can click to create a new template. If you've never used this feature before, you might be a little confused by what happened. Now we can take our item and turn it into a template by opening the bullet menu of the item that contains the information for our template and selecting Make template. Make sure this is toggled on before continuing. To check, open up the settings panel and scroll to the toggle labeled 'Templates'. Here's an example of what a ticket might look like:įor this next step you need to make sure you have the Template feature active on your account. In fact, you might already have some documents that could serve as the base for a template in your workspace.įor example, let's say you're running a bike shop and when a customer brings in their bicycle to be serviced, you have to create a ticket to track what needs to be done to the bike. Which of those repeat and require some sort of document or ticket to be created and filled out. So take a moment to think about all the processes that take place in your workspace. Basically, anything you do over and over in Workflowy - is a great candidate for a template. That can be something like creating a support ticket, adding a journal entry, adding a new week to a board, creating meeting notes, and so on. No matter what type of collaboration you're doing, you're bound to have processes that repeat. The steps to create your template library are pretty simple: By having a template that's ready to be filled out, you reduce the mental effort for the person that has to do the process and it more likely they'll provide the information required because it's clear in the template what's supposed to go in it. If you're still not convinced and need another good reason, consider how having templates makes it easy for the people you're working with to follow whatever process you have in place. In addition, using a template is a great way to standardize a process instead of asking someone to create a new item from scratch each time.
Taking the time to organize a template library for the benefit of your collaborators will save you time and effort in the long run.
Regardless of what you're doing or how many people you're collaborating with, it's likely that there are some activities that will be done over and over again.
#Workflowy tags how to#
This guide walks you through how to set up a template library in Workflowy.
0 kommentar(er)
