Step 3: Publish Template

Watch a quick video tutorial

01. Publish Your Template

  1. Review and Finalize:
    • Once you've built and configured your workflow and form template, double-check everything before publishing. If needed, use the Back button to make further adjustments to the workflow or form fields.
  2. Publish:
    • Click "Publish" to make your template available for creating new projects.
    • Share the template with relevant teams or users to streamline their project workflows.

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