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Re: Can you create a workflow template?

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Becky_Hussey
4 - Data Explorer
4 - Data Explorer

I just started using Airtable and I am wondering if there is a way to add a custom workflow template to a project so that you are not recreating the steps/tasks for a project everytime. For instance if you have steps that are repeated each time you start a particular project, can you auto-populate the steps?

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Angelique_Hende
5 - Automation Enthusiast
5 - Automation Enthusiast

I would create the 1st table as the default. Then, if there are steps I would use the checkbox option for each step and check them off after each is done. Then duplicate the table and erase old data and use for each project