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New Template

Before you go any further copy this doc and work within that copy!

Now, do the following:
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)
Go to
and create the steps in the workflow
Delete this section from “Before you go” up to this line and that’s it!

Generate Checklist
When you’ve completed a checklist, go to
and change the status to “archived” to remove it from your list.
Summary
1
Checklist Date
Open Tasks Remaining
There are no rows in this table
Task List
0
Task
Completed?




Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.