Templates are where you define the content for the Slack/ MS Teams messages that Sidekick sends for a specific workflow. It’s necessary to create a Template for any Event or Time Based Workflow you create on Sidekick.
The Templates page on Sidekick is your repository of all templates created till date, along with options to create, edit, duplicate, or delete templates.
Click on the downward arrow on the right side of any template to view basic details like its description, how many workflows it’s currently being used in, and who created it.
Trigger a test message on Slack/ MS Teams by clicking on the green Send to Slack/ MS Teams button towards the right side of any template.
Pro-tip: If you’re having trouble combing through a long list of templates, try filtering your view by the object type and/or trigger type by using the blue Filter button.
Once you’re ready to create a Template, head over to our step-by-step guide for creating Templates for Event-Based Workflows and Time-Based Workflows.
If you have any questions or need assistance, feel free to connect with our team at contact@trysidekick.com or book a call with us here.