Create Templates in Procedure 2.0

Saving a procedure as a template allows you to reuse it easily for future processes. Follow these steps:

1. Open the procedure you want to save.
2. In the detailed view, click the three-dot menu on the right-hand side.
3. Select "Save as Template" from the options.

Your procedure is now saved as a template and can be used to create new procedures quickly.

All your saved templates are stored under "Procedure Templates" in the top menu. Here, you can browse your templates

When the Template is ready for use just change the template from Draft to Ready for use and this can be found again to use for future procedures.

Only Templates with the status Ready for use is possible to use for future procedures, this is to know that the template you choose is checked and verified in good quality.

Updated on: 27/02/2026