Skip to main content
Templates lists your reusable workflows. See Building a workflow for what a template is and how to create one.
The templates list showing template names, status and access

The templates list, with each template's status and access.

Create Template opens the template builder (hidden while viewing Archived). A view menu switches between Grid and List.

Toolbar

A search box, placeholder Search templates…. The sidebar’s Templates panel also filters by status: All Templates, Drafts (?status=DRAFT) and Archived (?status=ARCHIVED).

List

Each template card or row shows its name, status and available actions: edit, Use (start a package or bulk send from it), duplicate and delete. Deleting a template does not affect packages already sent from it.
A Package vs Template comparison (reachable from the packages empty state, or /templates?showTypes=1) explains when to use each entry point.

Empty state

No templates for the current search or status shows an empty state with Create Template (unless viewing Archived).