Templates capture the structure of repeating work (e.g. an annual audit checklist) so each new engagement starts with the right items, groups, and assignees already in place.

  1. Click Workflows in the sidebar.
  2. Click Add Workflow.
  3. On the Add Workflow page, choose Clone From Template.
  4. Browse or search the list of templates you have access to. Each card shows the template's name, category, and item count.
  5. Click a template to select it.
  6. Fill in the workflow details:
  • Client and Service
  • Name (pre-filled from the template, edit as needed)
  • Period, Start, End, and Due date
  • Owners and Assignees
  1. Click Create.

The new workflow opens in the Workspace, pre-populated with all items and groups from the template. Make adjustments as needed for this particular engagement.

Tip: To clone for many clients at once, use Bulk Create from the three-dot menu on the workflows list. You pick the template once, choose the clients, and the platform generates a workflow for each — all linked to the same template structure.

Note: Updates to a template do not retroactively update workflows that were cloned from it — cloned workflows are independent copies you can customise per client.