Editing

How to Edit a Template
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 ...
Mon, 27 Apr, 2020 at 7:49 PM
Copy or Move Sections to Another Task (or Template)
If you'd like to copy or move one or more sections to another task (either in the same template, or in a different template), follow these steps: T...
Sun, 22 Aug, 2021 at 7:23 PM
How to use Dependent Workflows
A Dependent Workflow is useful for a couple scenarios: For a specific Template, once one Workflow is completed, a new one gets created. Across multipl...
Sun, 22 Aug, 2021 at 7:59 PM
How to use the Checklist
Adding the Checklist section to your task First, click the "Checklist" section from the section menu: Using the Checklist section You c...
Sun, 22 Aug, 2021 at 6:53 PM
How to Share a Template With Someone Outside Your Division
If you want to share a Template with someone outside of your Division, here's how to do it. Note that you can only share a Template that you create...
Sun, 22 Aug, 2021 at 6:57 PM
How to use Conditional Logic Rules
Flowster's Conditional Logic Rules can be quite powerful. They allow you to conditionally hide or show certain sections or entire tasks, based on the c...
Tue, 30 Nov, 2021 at 11:14 AM