Use and build the Template

Use a Template from the Templates list to Start the Process, or create a New one.

On the Templates list, you can start the process, add labels to templates, change the templates icon, monitor the number of times the process has been started, edit, copy and delete the template. Read more about List of Templates.

Create New Template for the regular process of your business. Read How to Create New Template.

Add Groups for a logical combination of steps and add Steps то create an issue. Read more about Steps and Groups.

Built the form for each step. The form will be automatically added to the issue after the process is started. Read more about Form builder.


If you need help or want to ask questions, please contact us through a SaaSJet Support or via email