Before you go any further copy this doc and work within that copy!
Change the doc name to reflect the workflow you want to create a template for (eg Invoice Client)
Change this page name (eg New Invoice)
and create the steps in the workflow
Delete this section from “Before you go” up to this line and that’s it!
When you’ve completed a checklist, go to
and change the status to “archived” to remove it from your list.
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (