--- title: "How to build a Flow template" description: "Learn how to set up the welcome screen, roles and steps of a template, and how to manage your templates." url: https://support.hubflo.com/fr/articles/15704488-how-to-build-a-flow-template collection: "Flows" updated: 2026-11-03 language: fr alternates: [en] --- # How to build a Flow template Learn how to set up the welcome screen, roles and steps of a template, and how to manage your templates. A **template** is the repeatable process blueprint you build once and reuse for every client who goes through the same workflow. To create a new template, go to **Flows** in your navigation bar and click **New template**. ### Interactive Walkthrough Prefer to see how it works? Follow our step-by-step interactive demo below to watch how a template is created, configured, and launched: ## Building a template The template builder is divided into three core sections: **Welcome Screen**, **Roles**, and **Steps**. ![](https://files.gleap.io/pf/gattachments/6a4bcc4e8b024171cc9027af-v70X80e1rXFoFVQsbOlVTsuxZz8TnOWnUsXbqcczklCHgwwpWOC26JL7R4wcK72OuIbaN5jAJpj.png?v=1&k=a&s=api&e=1793836800&sig=qpBtY2R6ap9ctQFW_Fh-2x0I2qicMQf_lMJa2m3tRDI) ### Welcome screen The Welcome Screen is the landing page your client sees when opening their unique link, right before Step 1 begins. Give your template an internal name, then configure the client view: - **Welcome Title:** _(Default: "Welcome!")_ The primary header for the page. - **Description:** A brief message explaining what you need from the client and why. - **Button Label:** _(Default: "Get started")_ The button your client clicks to begin the sequence. ### Roles A **role** represents a function in the process rather than a specific individual (e.g., _Client_, _Preparer_, or _Reviewer_). You will assign specific people to these roles when you launch an active Flow. - **External Roles:** Played by your clients or external contacts. - **Internal Roles:** Played by your team members. **Managing roles:** 1. Click **Roles** in the left panel, then select **New role**. 2. Every step in your template must be assigned to a role. 3. New templates automatically include one external role and one internal role to get you started. > **Note:** If a role is not assigned to any step, it will display a "Not used in any step" flag. Unused roles are automatically omitted when you launch a Flow, so you won't need to assign anyone to them. ### Steps Steps are the sequential actions your client or team must complete. A template can hold up to **200 steps**. Click **New step**, then the **pencil icon** ✏ to set: - **Step Title:** The main header for the step. - **Description:** Quick instructions explaining what to do in this step. - **Button Label:** _(Default: "Continue")_ The button that completes or submits the step. **Step content** Select what action this step holds. ![Step-type selection screen with Ask for something and Share something sections offering form, file request, to-do, link, embed, note, and shared files. Visible: What is this step?, One content per step. Pick what this one is for., Ask for something, Form, Reuse one of your forms., New form.](https://staticfiles.gleap.io/ghelparticle/dlRkWCakTvYKvyVj1eqQuoygGXX3OVuemAJtYhWvHXVIhaT4u6gsli7R5mycEp4FUPF56e3U1l2.png) **Step content types**

Category	Type	Description
Ask for something	Form	Select an existing form or click New form to build one from scratch. (Note: Forms can only be assigned to external roles).
	File Request	Request specific documents for the client to upload.
	To-do	Create a checklist. Every item must be checked off to complete the step.
Share something	Link / Embed / Note	Provide a web link, embedded media, or written text to view or read.
	Shared Files	Provide documents for your client to download.

**Organizing & managing steps** - **Change Content:** Click **Change step type** 🔄 on the content card to clear the current content and choose a new type. - **Reorder:** Click and drag step cards in the left panel to change their sequence. - **Duplicate or Delete:** Click the **three dots (...)** menu on any step card to duplicate or delete it. ![The Steps section shows step 1, “Untitled step,” marked “External,” with its menu open and options to edit, duplicate, or delete. Visible: STEPS, 1, Untitled step, External, Edit, Duplicate.](https://staticfiles.gleap.io/ghelparticle/ZJ6g5sf6pnQmaUYw0WJESdQjgSZ4X5VeFBFZVW3TtLkNsb7KdpVWZe0scs3wMvCJigkCIolTlPr.png) ## Assignment, approvals & deadlines Open the **Assignment tab** on any step to configure how it behaves: 1. **Who acts on this step:** Assign the step to one of your defined roles. 2. **Completion & Approval Rules:** - **Client completes:** The step finishes as soon as the client submits it. - **Client completes & team approves:** Select this option if your team needs to review and verify uploaded documents or form answers before the Flow advances to the next step. - **Internal Steps:** For steps assigned to an internal role, the step is either completed by the assigned team member or manually approved by a team member. 3. **Deadlines:** Set a due date based on a number of days after the step opens. The assigned user will see the due date on their screen, receive an automated reminder on the due date, and receive a follow-up reminder 3 days later if the step remains open. ## Managing templates ### Launching a Flow from the builder Click **New Flow** at the top right of the builder to start a live Flow immediately from your template. > **Note:** The New Flow button will remain greyed out until all steps have valid content assigned to them ### Template actions In your **Templates**, click the **three dots (...)** menu next to any template to: - **Edit:** Modify the template structure. - **Duplicate:** Make a copy of an existing template blueprint. - **Archive:** Hide unused templates. Archived templates cannot be used to start new Flows, but you can restore them anytime from the **Archived templates** tab. > **Info:** Editing a template will never alter active Flows currently in progress, allowing you to update templates safely without disrupting active clients. * * * 💬 **Still have questions?** Start a chat with us or email [hello@hubflo.com](mailto:hello@hubflo.com). We'll be happy to help.