Template Libraries

In addition to the default templates provided in your Pixie account, we have dozens of templates on our website. These can be found through your workspace by going to Settings > Task templates > Template library

 

Or, alternatively, by going directly to https://www.usepixie.com/workflow-templates

You can open one of the categories listed in blue at the top.

 

Or you can scroll to peruse the list of templates.

Click the Get template link to read more about a template.

 

On the template’s details page you can read more, and if you’d like to try out the template, click Download.

 

Once downloaded, open your Templates list and click Import template.

 

You can then either drag and drop the template download, or upload a template straight from your device.

 

See also: