Workflow Templates

Overview

Workflow Templates (/ops/templates) let you build reusable blueprints for transaction coordination. Set up your stages and default tasks once, then apply the template every time you create a new workflow.

• Create templates with predefined stages and tasks
• Set default durations, assignee roles, and due-date offsets
• Mark tasks as required
• Apply templates when creating new workflows

Creating a Template

1. Go to ClarityOPS > Templates
2. Click New Template
3. Enter a template name and optional description
4. Click Create

Adding Stages

1. Open the template
2. Click + Add Stage
3. Configure the stage:
   • Name - Stage title (e.g., "Under Contract", "Due Diligence")
   • Description - Optional notes about what happens during this stage
   • Sort Order - Controls the left-to-right order on the Kanban board
   • Default Duration - How many days this stage typically lasts

Adding Default Tasks

Within each stage, add tasks that should be included every time the template is used:

1. Click + Add Task inside the stage
2. Configure the task:
   • Name - Task title
   • Description - Instructions or context
   • Default Assignee Role - Which team role should handle this task (e.g., TC, Agent, Owner)
   • Due Days Offset - Number of days after workflow creation (or stage start) the task is due
   • Required - Toggle on if this task must be completed before the workflow can be marked complete
   • SOP Link - URL to the standard operating procedure for this task

Applying a Template

When you create a new workflow:

1. Choose From Template
2. Select the template you want
3. All stages and tasks get copied into the new workflow
4. Customize as needed for this specific transaction: add, remove, or edit tasks