Flowsana and Using Templates

Hi all,

I’m looking to automate the off-boarding process (to a degree) using Flowsana.

When I create a rule to have Flowsana create a project from a project, it doesn’t allow me to select the off-boarding template. In fact, it only allows three templates (and, we have more than that).

Any thoughts?


Screen Shot 2022-07-18 at 7.43.06 AM

Here is an example of what I see. I type “off boarding” and nothing comes up.

Also, here is when I type “off boarding” - and only have the “office” option available - and just for communication’s sake, here is the off boarding project, so you know it exists.
Screen Shot 2022-07-18 at 7.45.35 AM

@Phil_Seeman the founder of Flowsana will surely help when he has a chance!

1 Like

Hi @Joe6,

Take a look at this Flowsana Knowledgebase article:
I added a project template in Asana, but it’s not showing in Flowsana - Flowsana Help Center

If that doesn’t help, please contact our support (there’s a link in the Knowledgebase for it) and we’ll get you taken care of.