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What is a Workflow Template?

Objective:

  • 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

Environment:

  • Clio Grow

Additional Information:

Video: How to Set up a Workflow Template in Clio Grow

Clio Grow Workflows & Workflow Templates

Answer:

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.

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