Building a workflow from a template helps you quickly create a new workflow without starting from scratch. It’s a time-saving way to reuse key tasks, such as donor data collection, while customizing other details for a new case type.
When to Use a Template
Use a template when:
You want to reuse common tasks like donor intake or coordinator checklists
You need consistency across similar workflows
You’re customizing a workflow for a new case type but want to keep the core structure
Note: The steps for creating a workflow from a template are the same as starting from scratch. The key difference is that your workflow begins with pre-filled tasks and configurations.
🚀 New Workflow from Existing Template
Step 1: Access the Workflow Builder
Log into the Admin Portal
Go to the Workflow Builder, click New > Copy Existing
Select the name of the existing workflow
Step 2: Name Your Workflow
Enter a concise, descriptive name. This will be visible in the case creation dropdown for easy identification.
Click Load Template
Step 3: Configure Workflow Components
Each workflow includes customizable components:
Tasks & Fields
Define the steps and data fields users will complete.
Field types include checkboxes, toggles, date selectors, pickers, text inputs, phone number fields, and more.
👉 Learn more about Tasks and Fields
Default Follower Groups
Create notification rooms for streamlined communication, and grant read or edit permissions for each task.
Example: Coordinators can view all tasks, but only surgeons can edit surgical data.
👉 Learn more about Default Follower Groups
Donor PDF Field Mapping
Extract information from donor PDFs and add it to workflow fields.
Tip: Use consistent field labels to streamline data entry.
👉 Learn more about Donor PDF Field Mapping
Analytics Mapping
Tag fields for reporting and dashboard metrics.
👉 Learn more about Analytics Mapping
Step 4: Save the Workflow
Click Create Workflow to save and activate it for use.
