Workflow (Basic): Templates

Templates are huge time-savers for the whole team. Create them for tasks for team members and clients and also for your organizers, contracts, invoices, messages, and emails. The best thing about making templates? You can use them as automations in pipelines, so that frequently performed chores get done on their own when they need to be!

Templates are huge time-savers for the whole team. Create them for tasks for team members and clients and also for your organizers, contracts, invoices, messages, and emails. The best thing about making templates? You can use them as automations in pipelines, so that frequently performed chores get done on their own when they need to be!