> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/control/workflow-templates/create-a-new-template.md).
# Create a new Template
### Before you start
* Login User into Platform UI
* Make sure you have **TemplateAdmin** access.
{% hint style="info" %}
Please check with your Coherent Customer Success representative if you require this access.
{% endhint %}
### Step 1: Go to Templates
1\. From the left menu, go to **Templates**.
2\. Click **Create Template** (top-right).
### Step 2: Fill Template Details
In **Template Details**:
* **Template Name** *(required)*: Use a clear name (example: “Loans – Maker/Checker – Edit Inputs Only”).
* **Template Description**: 1–2 lines explaining when to use this template.
* **Short Description**: A brief summary (max 100 characters).
Click **Save Template Details**.
### Step 3: Build the workflow (canvas)
You’ll land on the template builder page (canvas).
At the bottom, use:
* **Add Task** to add workflow steps
* **Reset** to clear the canvas (if needed)
* **Create Template** to publish/save when you’re done
### Step 4: Add tasks (one by one)
Click **Add Task** → fill **Add New Task**:
* **Task Name** *(required)*: The step name (example: “Upload file”, “Validate fields”, “Approve changes”)
* **Button Text** *(required)*: What the user clicks (example: “Submit”, “Send for review”, “Approve”)
* **Description** *(required)*: What the user should do in this step
* **Enable Executables** *(optional)*:
* Set **TRUE** only when you need executable-driven behavior.
* **Important:** When **Enable Executables = TRUE**, the **Add Task Action** list is limited to **4 actions only**:
* **Save**
* **Update Status**
* **Email**
* **Publish to Spark**
Click **Create** to add the task to the canvas.
Repeat for each step in the process.
### Step 5: Configure template controls (right panel)
On the right-side panel under **Template Configuration**, set:
* **Reset File**: Shows a “Reset file” option in the control flow
* **Require Maker Checker on Update**: Requires approval when updates are made
* **Chain Update Confirmation**: Adds an extra confirmation step before applying updates
* **Chain status on Update**: Choose the status that should apply after updates (example shown: “continue”)
* **Roles**: Select roles to add (required if your workflow depends on role-based actions)
### Step 6: Save / publish the template
When tasks and settings are complete:
1\. Review the workflow end-to-end (task order, labels, descriptions).
2\. Click **Create Template**.
### Quick checklist (admin QA)
* Template name and descriptions are customer-friendly
* Tasks have clear action verbs (Upload / Review / Approve)
* Button text matches the action (Submit / Send / Approve)
* Maker/Checker settings match your compliance needs
* Roles are configured (if required)
### Troubleshooting
**Can’t see “Create Template”** → check admin permissions.
**Template doesn’t behave as expected** → review Require Maker Checker on Update Flag is FALSE
