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library_books Workflow Templates

Skip the setup time with 100+ pre-built, industry-tested workflows. Deploy proven processes in minutes and customize them to match your specific business needs.

rocket_launch Instant Deploy
verified Industry Tested
tune Fully Customizable

lightbulb What It Does

Think of it like having a library of proven business processes that you can use immediately. Instead of starting from scratch, you get professionally designed workflows that have been tested and refined by hundreds of organizations across different industries.

speed
Instant Deployment

Click to deploy complete workflows with phases, forms, assignments, and business rules already configured.

verified_user
Best Practices

Every template incorporates industry best practices and proven methodologies from successful organizations.

tune
Complete Customization

Start with templates and modify everything - phases, forms, assignments, rules - to match your specific needs.

update
Continuous Updates

Templates are regularly updated with new features and improvements based on user feedback and industry changes.

category Template Categories

apps Template Gallery Interface
Template gallery interface showing categorized workflow templates by department, preview functionality, one-click deployment buttons, and customization options
trending_up
Sales & CRM
15+ Templates

Lead management, deal progression, proposal workflows, customer onboarding

people
Human Resources
20+ Templates

Recruitment, onboarding, performance reviews, leave management

account_balance
Finance & Accounting
12+ Templates

Invoice approval, expense management, budget planning, audit workflows

code
Software Engineering
18+ Templates

Sprint planning, bug tracking, feature development, release management

campaign
Marketing
10+ Templates

Campaign planning, content creation, lead nurturing, event management

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Customer Support
8+ Templates

Ticket management, escalation workflows, customer feedback, knowledge base

star Most Popular Templates

trending_up Sales Lead Management

Complete lead-to-customer workflow with qualification, nurturing, and conversion tracking.

Workflow Phases:
New Lead Qualification Needs Analysis Proposal Closed Won
Includes:
  • checkLead scoring forms
  • checkAuto-assignment rules
  • checkFollow-up reminders
  • checkPipeline reporting
download 2,341 deployments star 4.8/5 rating
people Employee Onboarding

Comprehensive new employee onboarding with all essential steps and compliance requirements.

Workflow Phases:
Documentation System Access Equipment Training Complete
Includes:
  • checkDocument checklists
  • checkIT setup workflows
  • checkTraining schedules
  • checkCompliance tracking
download 1,897 deployments star 4.9/5 rating
receipt Invoice Approval

Multi-level invoice approval workflow with compliance controls and audit trails.

Workflow Phases:
Submitted Department Finance Review Payment Completed
Includes:
  • checkAmount-based routing
  • checkApproval hierarchies
  • checkDocument validation
  • checkAudit logging
download 1,653 deployments star 4.7/5 rating
bug_report Bug Tracking & Resolution

Complete bug lifecycle management from reporting to resolution with priority handling.

Workflow Phases:
Reported Triaged In Progress Testing Resolved
Includes:
  • checkPriority-based assignment
  • checkDeveloper workflows
  • checkQA testing phases
  • checkStatus notifications
download 1,423 deployments star 4.6/5 rating

rocket_launch How Template Deployment Works

1
Browse Templates

Explore templates by department or search for specific processes. Preview workflow phases and features.

2
One-Click Deploy

Click "Deploy" to instantly create the workflow with all phases, forms, and business rules configured.

3
Customize Setup

Adjust phases, modify forms, set team assignments, and configure notifications to match your needs.

4
Start Using

Your workflow is ready to use immediately. Start creating cards and processing work through your new system.

business Industry-Specific Template Collections

cloud SaaS Companies
  • • Customer Onboarding Workflow
  • • Feature Request Management
  • • Support Ticket Resolution
  • • Sprint Planning & Development
  • • Customer Success Check-ins
  • • Churn Prevention Process
12 Templates
precision_manufacturing Manufacturing
  • • Quality Control Inspections
  • • Equipment Maintenance
  • • Production Planning
  • • Supplier Evaluation
  • • Safety Incident Reporting
  • • Inventory Management
14 Templates
business_center Professional Services
  • • Client Project Management
  • • Proposal Development
  • • Contract Review Process
  • • Resource Allocation
  • • Client Communication
  • • Project Delivery & Closure
10 Templates

emoji_events Why Use Workflow Templates

speed
Instant Implementation

Deploy proven workflows in minutes instead of spending weeks designing from scratch. Get your team productive immediately.

verified
Proven Best Practices

Every template incorporates industry best practices refined by thousands of successful implementations across organizations.

savings
Cost Effective

Skip expensive consulting fees and lengthy implementation projects. Get enterprise-grade processes without the enterprise cost.

tune
Perfect Starting Point

Even if you need customization, templates provide an excellent foundation that's 80% complete on day one.

link Related Features

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Custom Creation

Build workflows from scratch when templates don't fit
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Workflow Duplication

Copy and modify existing workflows
dynamic_form
Form Builder

Customize forms included with templates