What are 'Templates' good for?

What types of templates are there?

In Weflow, you can create templates for different objects and workflows. The following template types are available as of now:

• Pipeline Views
• Sidebar
• Notes
• New Records
• Meetings & Activities

What are templates good for?

Templates allow you to pre-built specific workflows in Weflow. Once you assign a template to a specific user profile, Weflow automatically serves it to the user.

Watch this short overview video to learn about templates: