The first thing you’ll need to do is give the Template (also known as a Standard Operating Procedure, or SOP) a name. You can call it anything you want and you can change the name anytime you like. It's recommended to give it a descriptive name.

As you can see in the image below, this template is named “My First Template” (shown in RED). In reality, you're going to want to choose a much more descriptive name like Onboard a New Client or Issue a Purchase Order or Onboard a New Employee, etc…

You should also take a moment to write a description. This is where you describe when this Template should be used, what it is for, and the type of person that it would most likely be assigned to (shown in GREEN).

Once you’ve given your SOP Template a name and a description, it’s time to start adding the step-by-step instructions. To create these instructions, you're going to use a combination of Tasks and Sections.


As you can see in the screenshot below, the Section Buttons (Shown in RED) will appear on the right-hand side of a Template when you’re creating or editing it. The different Sections available are:

  1. Text 
  2. Image 
  3. Video 
  4. File 
  5. Checklist 
  6. Request Short Text 
  7. Request Long Text
  8. Request Email
  9. Request URL
  10. Request File
  11. Request Date
  12. Dependent Workflow

You may have noticed that the last 6 sections contain the word (Request) in their name. That’s because you would use these widgets when you want the person doing the work to input some type of data into the Workflow as they are doing it.

Assigning Users

If someone on your team is responsible for a specific task in the template, you can click the Assign Users to Task button and select them:

Setting Due Dates

If a particular task is due at a certain time after a workflow is created from this template, you can click Set Task Due Date and specify that interval in minutes, hours, days or months:

Workflow Example

In the image below is a screenshot of the Workflow of our demo SOP Template. As you can see below, in the first task (Client Details), when we designed the SOP Template, we made use of several input widgets so that when a Workflow was run and assigned to a team member, they could input the required information.