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# Templates

> Save a workflow's design and reuse it as the starting point for new workflows.

A template is a saved copy of a workflow's design that you can reuse. Once you
have built a workflow you are happy with, save it as a template, and anyone in
your organization can create new workflows from it in one step. Templates are how
you standardize the patterns your team uses over and over, like a renewal-outreach
flow or a new-client onboarding flow.

## Creating a template

You can make a template two ways:

* **From an existing workflow.** Save any draft or published workflow as a
  template. It captures the workflow's design as it is at that moment. (Archived
  workflows cannot be saved as templates.)
* **From scratch.** Build a template directly when you want a reusable starting
  point that is not tied to a particular workflow.

A template holds the design of the workflow, not a running copy. Changing a
template later does not change the workflows already created from it.

## Using a template

Creating a workflow from a template makes a new draft with a copy of the
template's steps and connections. From there it is an ordinary workflow: rename
it, adjust the steps, and publish it when it is ready. The new workflow remembers
which template it came from, so you can trace its origin.

Templates are a great way to hand off a proven pattern. Build the flow once,
save it as a template, and let the rest of the team start from a known-good
design instead of a blank canvas.

## Organizing with tags

As your library grows, tags keep it tidy. A tag is a short label you attach to a
template, and you can filter your templates by tag to find what you need. Common
ways to tag:

* **By purpose**, like `onboarding`, `notifications`, or `reporting`.
* **By team**, like `team-sales` or `team-service`.
* **By stage**, like `production` or `draft`.

A tag is lowercase and uses letters, numbers, hyphens, and underscores (for
example `renewal-outreach` or `high_priority`). A template can have as many tags
as you like, or none.

When you filter by more than one tag, only templates that have all of the tags
you chose are shown, so combining tags narrows the list.

## Retiring a template

When a template is no longer needed, archive it. An archived template cannot be
used to create new workflows and stops appearing in your active list, but the
workflows already made from it keep working.

## Related

#### [Nodes & Connections](/platform/workflows/core-concepts/nodes-connections)

Learn how the steps a template captures fit together.

#### [Starting a Workflow](/platform/workflows/core-concepts/starting-a-workflow)

Set up the information a workflow built from a template will need.