Managing your business templates and workflows doesn’t have to be overwhelming. Now, you can focus on the core templates you actually use, while email-related actions happen quietly in the background, keeping your workspace clean and easy to navigate.
📌 Why This Matters
When your template list is cluttered with extra email action templates, it can slow you down and make it harder to find the important workflows you rely on daily. By showing only the original templates and workflows, your system stays organized and more straightforward, helping you save time and avoid confusion.
✨ What’s New
- Clean Template List: Only the main templates and workflows are visible, while email-related actions are handled quietly in the background.
- Simplified Snapshot View: When reviewing snapshots, you’ll see just the core templates and workflows without extra clutter, making it easier to manage your setup.
- Better Syncing: Templates and workflows sync reliably, especially when both are updated at the same time, ensuring consistency in your processes.
🛠️ How to Use It
- Take a Snapshot: Select the templates and workflows you want to save or transfer.
- Check the Target Location: Only your original templates and workflows will appear clearly, keeping things clutter-free.
- Relax – Email Actions Are Taken Care Of: Email-related templates are imported and linked automatically behind the scenes, so you don’t have to manage them manually.
💡 Pro Tip
Keep your template and workflow updates synchronized by always updating templates before workflows, so your processes run smoothly and your customer communications stay on track.
