Templates

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 an...
Sun, 24 Jul, 2022 at 4:43 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: ...
Sun, 24 Jul, 2022 at 6:57 PM
How to use the Dependent Workflow Section
Your browser does not support the video tag. A Dependent Workflow is useful for a couple scenarios: 1. For a specific Template, once one Workflow is co...
Sun, 24 Jul, 2022 at 7:25 PM
How to use the Checklist Section
Adding the Checklist section to your task Your browser does not support the video tag. First, click the "Checklist" section from the secti...
Sun, 24 Jul, 2022 at 7:37 PM
How to Share a Template With Someone Outside Your Division
Your browser does not support the video tag. If you want to share a Template with someone outside of your Division, here's how to do it. Note th...
Sun, 24 Jul, 2022 at 7:44 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 co...
Fri, 25 Feb, 2022 at 4:19 PM
How to Copy or Move Tasks to another Template
Your browser does not support the video tag. 1. Open the source Template in edit mode 2. Click the  "Select" button above the Task list ...
Sun, 24 Jul, 2022 at 7:50 PM
How to embed templates in 3rd party websites
Video demo: Text instructions: 1. While editing a template, click the "Share Template" button: 2. On the "Embed Workflows&quo...
Sat, 15 Jan, 2022 at 11:40 AM
How to use the Radio Button section
Adding the Radio Button section to your task Your browser does not support the video tag. First, while editing a template, click the "Radio Butto...
Sun, 24 Jul, 2022 at 7:56 PM
How to use Keyboard Shortcuts on the Edit Template page
While editing a template, you'll see the Keyboard Shortcuts icon below the Description field: If you click this, a dialog will appear that list...
Sun, 7 Aug, 2022 at 1:06 PM