- What are workflow templates?
- What does a workflow template do?
- Define workflow templates
- How do I use a workflow template?
- Clio Dictionary
- Task template in Grow
- Clio Grow
A Workflow Template is similar to that of a Task List in Clio Manage. It is a customizable list of interdependent actionable tasks that automate a certain workflow. Items that can populate a Workflow Template consist of appointment scheduling, form sending, document preparation, email scheduling, and general tasks.