Get Started
Skip to main content
< All Topics
Print

Saving a Pipeline as a Template in Grid or List View

Posted
Updated
Bytimothy A
Views18
Overview: 
The Save as Template feature lets you save a pipeline layout in Grid or List view for future use. This helps you quickly replicate pipelines and maintain consistent workflows across projects.

Follow these steps to save a pipeline as a template in Grid or List view:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines
Step 2: In Grid View, you can save a pipeline as a template by hovering over a pipeline and clicking the three-dot menu.
Step 2: In Grid View, you can save a pipeline as a template by hovering over a pipeline and clicking the three-dot menu.
Step 3: A drop-down menu will appear, and from there, you can select ‘Save as Template. 
Step 3: A drop-down menu will appear, and from there, you can select ‘Save as Template.
Step 4: A new pop-up window will appear. From this page, you can enter the pipeline title and modify your stages and triggers. Then, click Next. 
Step 4: A new pop-up window will appear. From this page, you can enter the pipeline title and modify your stages and triggers. Then, click Next.
Step 5: On this page, you can edit user access for this specific template and its sub-pipelines. You can add users who are allowed to edit or modify the template and sub-pipelines. Then, click Next. 
Step 5: On this page, you can edit user access for this specific template and its sub-pipelines. You can add users who are allowed to edit or modify the template and sub-pipelines. Then, click Next.
Step 6: On this page, you can choose whether to update all pipelines when the master is updated, update stage triggers on all child pipelines, or apply smart views to all child pipelines. Then, click Create Template when done. 
Step 6: On this page, you can choose whether to update all pipelines when the master is updated, update stage triggers on all child pipelines, or apply smart views to all child pipelines. Then, click Create Template when done.
Step 7: For List View, click the List View icon to display the pipelines as a list. 
Step 7: For List View, click the List View icon to display the pipelines as a list.
Step 8: Under the Actions column, click the three-dot menu. 
Step 8: Under the Actions column, click the three-dot menu.
Step 9: A drop-down menu will appear. Select the ‘Save as Template’ button.
Step 9: A drop-down menu will appear. Select the ‘Save as Template’ button.
Step 10: The same pop-up window will appear. Follow the steps on each page.
Step 10: The same pop-up window will appear. Follow the steps on each page.

Step 11: When you reach the last page, click the ‘Create Template’ button to save the pipeline as a template.

Step 11: When you reach the last page, click the ‘Create Template’ button to save the pipeline as a template.

No related posts.

Table of Contents
Scroll to Top

Software Login

app.deposyt.com

Login

Merchant Login

deposytdashboard.com

Login