Process Templates

App Integrations

Run this process everytime you want to give a basic structure for a "App Integrations" Subject to employees...

Budgeting Forecasting

Run this process every time you want to outline the organization's long- and short-term financial goals...

Client Content Approval

This blueprint will walk through this flow where the client (guest) is assigned to approve content: Content Approval wit...

Client Onboarding

Daily/Weekly Tasks

Use this blueprint to delegate and manage daily and weekly tasks for various departments.All steps in the blueprint as f...

Employee Onboarding

Run this process every time a new employee is being integrated into the company....

Employee Onboarding

With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...

Employee Onboarding - Pre-Start

With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...

Exit Interview Form

EMPLOYEE EXIT INTERVIEWPURPOSE:The intent of this Exit Interview is to ensure that any employee is informed of his/her r...

Expense Claim Request

Use this blueprint to process approvals on expense claims from your employees.Blueprint - Expense Claim Request (Sample)...

Facebook Ad Creation

This blueprint defines the process of creating a Facebook Ad. With a few edits, you can use this blueprint to map ad cre...

Firewall and Security

Run this process everytime you want to give a basic structure for a "Firewall & Security" Subject to employees...

Internal Purchase Order Request

Use this blueprint to submit and track approval for purchases required for your business.Take a look at the entire bluep...

Internal Support Request

Issue Tracking

Use this blueprint to better manage issue report and resolve process for your product/app....

IT Access Setup

Leasing - Tenant Onboarding

Leasing - Tenant Onboarding

New Email Campaign

Use this blueprint to create and track a new email campaign. This process will help you in tracking approvals and change...

New Hire Orientation

Run this process every time a new employee is being oriented into the company...

Partner Onboarding

Use this blueprint to track and manage partner onboarding process. With a few changes, this blueprint can also be used t...

Performance Evaluations

Run this process any time you want to evaluate employee performance...

Plan Regular Events

Use this blueprint as a checklist to plan and track preparation for regular events such as team lunch, board meeting, te...

Plan Regular Events

Use this blueprint as a checklist to plan and track preparation for regular events such as team lunch, board meeting, te...