Reusable Section and Step Library
What it is
The Reusable Step Library lets you create and maintain standard “steps” (with instructions, fields, tags, rules, etc.) that teams can drop into multiple workflows. This ensures your processes stay consistent, efficient, and simple to update.
Why it’s useful
- Consistent SOPs: You keep a single approved version of each step and reuse it across workflows so there are no divergent copies.
- Faster building: Instead of re-creating the same step many times, you simply drop in a common one (e.g., “Verify Identity,” “Notify Customer”).
- Easy updates for standard sections: When you edit the library version of a step, any workflow that uses it automatically inherits the update.
How to create a library step
- Go to your Workflows list page.
- Choose the Step Library option under Other.
- Start by creating a new library section in a department:
- Create a section and steps
- Customize the steps as you normally would
- The section is ready to use in the workflows in that department
How to use a library step in a workflow
- Open the workflow where you want to use the library step.
- At the bottom of the workflow editor select Insert From Library.
- Insert the section (the library step) into your workflow.
- Note: Once added, the library step in the workflow cannot be edited in place — it is managed only in the library.
Governance and permissions
- Only users with Admin privileges can create and edit library sections.
- Workflow editors can insert library sections but cannot change them individually within a workflow.
Videos in this article: