Templates

Creating Your First Template (SOP)
When you first log into Flowster, the main Library page will be blank – unless you already purchased one of our playbooks from the Marketplace. Assumi...
Sun, 24 Jul, 2022 at 7:59 PM
Using Folders
Folders are used in Flowster to help you organize your Templates. In most organizations, you could have Folders for things like Marketing, Sales, Inve...
Sun, 24 Jul, 2022 at 7:59 PM
How to Change a Folder's Color
Your browser does not support the video tag. You may want to set different colors for your Folders, to help you more easily identify their purpose at a ...
Sun, 24 Jul, 2022 at 8:05 PM
How to Archive a Template
Your browser does not support the video tag. Here's two ways to archive a template: 1. From the Library page From the Library page, first locat...
Sun, 24 Jul, 2022 at 8:09 PM
How to Un-Archive a Template
Your browser does not support the video tag. To unarchive a template, first open the Library page: https://in.flowster.app/library Then click the Show...
Sun, 24 Jul, 2022 at 8:14 PM
How to View Archived Templates or Workflows
Your browser does not support the video tag. From your Library page, or inside a folder, click the switch(es) to Show templates and Workflows that are A...
Sun, 24 Jul, 2022 at 8:20 PM
How to Copy a Template
Your browser does not support the video tag. There's two methods to copy a Template: 1. From the main Library page From https://in.flowster.app/l...
Sun, 24 Jul, 2022 at 8:25 PM
How to Move a Template to another Folder
Your browser does not support the video tag. There's two ways to move a Template. 1. From the Library page First, locate the Template you wa...
Sun, 24 Jul, 2022 at 8:27 PM
How to Copy a Folder (And All Its Contents)
Your browser does not support the video tag. To copy an entire Folder and all its Sub-Folders and Templates, follow these instructions: 1. Locate the ...
Sun, 24 Jul, 2022 at 8:31 PM
How to use Dynamic Due Dates
Dynamic due dates allow you to configure tasks to be due based on a dynamic action or event. For example, you can configure Task 2 to be due 1 hour after Ta...
Wed, 31 May, 2023 at 11:27 AM