Articles on: Procedure 2.0

Make 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 **and select the one you want to use for a **new procedure.

Updated on: 04/06/2025