Create a controlled variation
Choose Create Template or clone an existing definition. Select its kind, business, category and name. Add the tables, fields, stages, tasks and document categories your process requires.
Supported fields include text, long text, number, date, email, phone, URL, select and checkbox. Set required fields and select options deliberately. Save validates the definition and rejects concurrent edits instead of silently replacing a newer version.
Export and import
Export produces a .pcmo-template.json configuration file. Import validates the format and references and accepts a document up to 1 MiB. It does not import staff, permissions, work records or attachments. Local team identifiers are removed from exported definitions.
An installed template cannot be moved between businesses. Export and import a separate copy when another business needs its own variation.
Keep sensitive details out of shared defaults, template names and starter tasks. Store private information in the appropriately restricted work record instead.