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🔄 How to Reuse Templates for Different Processes in Trackline

🔄 How to Reuse Templates for Different Processes in Trackline
Use the same template as many times as you need
In Trackline, part of the Code Contract platform, reusing templates allows you to create multiple processes based on the same structure—without having to design each workflow from scratch. This helps standardize and speed up the automation of repetitive tasks.

Advantages of reusing templates

  • Time-saving: No need to create a new template for every similar process—just reuse the existing one.
  • Consistency: Ensures uniformity in information collection and document management across different processes.
  • Unlimited flexibility: You can generate as many processes as needed from a single template and adapt them to specific situations without altering the original.

How to reuse a template

  1. Select an existing template
    Go to the Templates section and choose the one you want to reuse.
  2. Create a new process
    Click on Create Process, and you’ll be able to name and configure the new process.