17 Wórkiro Note Templates (Video)

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This article explains how to create a reusable note template in Wórkiro and apply it within a customer connection.

Creating a Note Template

1. Click the settings cog and select Thread Templates from the menu.
2. Click Add and choose Note Template.
3. Enter a clear, descriptive title for the template.
4. Add participants. Leave empty if this will vary, or add specific people if they should always be included.
5. Add the content or details you want to appear on the note each time the template is used.
6. Set Team access to All if the template should be available across your team.
7. Click Create, give the template a recognisable name, and choose to share it with all staff.

Using a Note Template

1. Open the relevant customer connection in Wórkiro.
2. Choose to add a new note.
3. Select Apply Template and choose the note template you created.
4. Complete and customise the note with any client-specific details before sending.