Creating templates for threads that occur frequently is a huge time saver. What's more, you can add schedules to create tasks and notes from your templates automatically.
In this guide:
Signature templates are covered in a separate guide
Creating templates for tasks or notes
To create a thread template in Workiro head over to Settings > Templates and hit the new template (+) button. When prompted, choose to create a Task or Note.
Complete the template with repeatable content that will be used each time you create a thread from it. Don't worry, you can always tweak this when you use the template.
- Thread title: Client: Identity Verification Request, Annual Review, Strategy Report etc
- Participants: The thread creator will always be added. You can include specific connections here too.
- Documents: Upload any supplementary documents
- Comments: Can be usefully used to add any extra details
- Relates to: 'Categorise' or 'file' your thread by relating it to connections, tags, or projects
Next name your template and choose whether or not to share it with your team so they can use it.
Having saved your template, it will be available in the list.
You can use, rename, edit or delete a template via the menu available on hover.
*Deleted templates cannot be recovered.*
Using a template
From the templates list:
You can create a new thread directly from a template listed by selecting either the use icon OR via the menu.
When creating a thread:
You can also choose from your private or team templates when creating threads using the main 'Create' button.
Your available templates are listed with the pre-populated fields highlighted. Simply click on the template to start creating the thread.
Applying a template
This option allows you to merge parts of your template with a partially created thread. This is useful, for example, when you have a document already attached via an integration. Start by creating a thread, then from the drop-down menu on the thread creation screen choose to 'Apply template...'
When you apply a template to the thread the fields are merged or overwritten as follows
|Type||Overwritten by template|
|Title||Overwritten by template|
|Comments||Overwritten by template|
|Team visibility||Overwritten by template|
You can now create repeated tasks much more easily and efficiently!
Learn more about templates in the following guides