Create a Template
You can create a template in three ways: have CheckFlow's AI build it from a description or a document, start from a blank template, or start from one of CheckFlow's example templates.
Before You Start
- You must be an Administrator, or a Member with the Template.Creator permission.
- To have AI build it, a Member also needs AI.User. See Generate a Template with AI.
Choose How to Start
- Click the + button in the navigation bar and choose Template under Create New. To file the new template in a Library folder, open the folder in the Library and click Template in its toolbar instead.
- In the Create a Template dialog, choose how to start:
| Option | What happens |
|---|---|
| Generate with AI | Describe a process or import a document, and watch AI build the template in the Template Designer. See Generate a Template with AI. Shown only when you can use AI features. |
| Start from Scratch | A blank template opens in the Template Designer, for you to design each step yourself. Carry on below. |
| Start from an Example | The Example Templates library opens, where you can import a ready-made template and adapt it to your team. |
Give Your Template a Name and Description
- Click the red text Click to enter template name (required). It becomes a text box.
- Enter the template's name.
- Optionally, click the grey text Click to enter template description (optional) below the name, and enter a description.
What Happens Next
The template is open in the Template Designer, with one blank task. Nothing is saved until you save the template. Next, add some tasks.
Related Pages
- Create, Edit and Delete Tasks — adding the steps once the template exists.
- Generate a Template with AI — having AI build the first draft instead.
- Save a Template — nothing is persisted until you do.
- Template Permissions — controlling who can edit and run it.