Stream templates

Templates are structured, defined processes that are designed to fulfill a specific task or job. The template includes users who are associated with the process at a given point in time or throughout the process.

Click the Templates tab to create or view templates.

A template always has at least one user: the template owner. A template can have many users at different authorization levels. The user who creates a template becomes the default template owner of that template.

A user can be associated with a template in these ways:

A template can be public or private, based on the privacy level of the template.

One or more steps can be added to a template. A step is a specific task or process.

See Adding steps to a template or stream.

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