To create a “Workflow” template:
Click on “Workflows” on the left-side navigation panel.
Choose “Manage Templates.”
Choose “Add Template.”
Name the Workflow.
Choose whether you want this to be a “Sequential” workflow. If you choose “no” the workflow will be a checklist which can be completed in any order.
Determine whether your workflow is for a contact, opportunity or project.
Give the workflow a description.
Fill in the details to create the steps.
Save the template.