Customizing Templates
Jul 2, 2021
Downloading a template is just the first step. We built the templates to give you a jumpstart of ideas and a process to think through. From there we recommend adjusting the template to suit your specific needs by referring to your internal systems and documents.
Tips for editing a template:
- Transfer ownership of the flow to a team
- Transferring ownership of a flow to a specific team or department will help with workload and accountability
- Every flow has 💡Owner Tips provided, these will help you set up the template and give you tips to set up rules, recurrences, etc. to make the template easy to use
- Add your own overview
- Review the steps
- Add, rearrange or remove steps
- Add or remove instructions in the steps
- Recommended: links to guides, systems or reference material
- Add documents or templates the step owners will need
- Add update remove step forms
- Assign steps to individuals or teams
- Create or edit the Create Ask Form
Make Your Flow Public
Once you've customized your template and it's ready for use, make it visible to your company:
- Click Edit in the flow overview box
- Choose a category and sub-category, this is where your flow will be found on the Create Ask page
- Enable the Live toggle
- Enable the Public toggle
