Here’s how to get started with Lark’s template and a few best practices to make the most of it.

Getting started: 

1. Click Use this template in the upper-right corner to sign up for Lark for free.

2. After you sign up, you’ll be directed to the Workflow template in Lark Base. Click Use This Template in the upper-right corner to create a base from the template.

3. Change the fields of the base to fit your needs.

4. Use it to organize your workflows, whatever they may be.

Tips for using the Workflow template effectively:

• Define your process: Map out key stages of your workflow before filling in the template to ensure clarity and coverage.

• Customize fields: Rename or add fields to reflect the priorities and terminology your team uses.

• Use multiple views: Create kanban, calendar, or Gantt views to visualize tasks from different angles.

• Assign ownership: Make sure each task has a clear owner to keep accountability on track.

• Review and refine: Regularly revisit your workflow to optimize steps and remove bottlenecks.

By applying these best practices, you’ll build workflows that are not only organized but also scalable and easy for your team to follow.