{"id":5600,"date":"2022-11-01T08:00:20","date_gmt":"2022-11-01T08:00:20","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/workflow-templates\/"},"modified":"2025-06-04T10:43:06","modified_gmt":"2025-06-04T10:43:06","slug":"workflow-templates","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/workflow-templates\/","title":{"rendered":"Workflow Templates to Help You Get Started"},"content":{"rendered":"<p><a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\">Workflow templates<\/a> are a great way to get started with <a href=\"https:\/\/www.process.st\/\">Process Street<\/a>.<\/p>\n<p>These are templates for workflows that have been fully fleshed out and are ready to use; from <a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\">employee onboarding<\/a> to <a href=\"https:\/\/www.process.st\/templates\/office-cleaning-checklist\/\">office cleaning<\/a>. All you need to do is <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\">assign tasks<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\">task due dates<\/a> and you&#8217;re ready to roll!<\/p>\n<h2>How to Use Workflow Templates<\/h2>\n<h3>Choose a Template<\/h3>\n<p>Select a workflow template that fits your process needs.<\/p>\n<ul>\n<li>Import it as-is, or<\/li>\n<li>Customize it to match your business requirements.<\/li>\n<\/ul>\n<h3>Get Started Quickly<\/h3>\n<p>Use these templates as a foundation. If you prefer building your workflows from scratch, our <a href=\"https:\/\/www.process.st\/help\/kb\/getting-started\/\">Getting started guides<\/a> will help you get up to speed.<\/p>\n<h3>Property management<\/h3>\n<ul>\n<li><a href=\"https:\/\/app.process.st\/templates\/Landlord-Screening-Checklist-gD1heWdp8x3zkBwi225CYw\/view\">Landlord Screening<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Home-Inspection-Checklist-qV5gPPVjqfgK1lcXNbJGOw\/view\">Home Inspection<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Lease-Renewal-Checklist-rGrlYTAaXU298LXVEVJIgQ\/view\">Lease Renewal<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Tenant-Screening-Checklist-jVUc7hdTRg8ShLqWRZ1AqA\/view\">Tenant Screening<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Maintenance-Log-Setup-Checklist-s8PMnPV2OSbJOxCdTa9NQg\/view\">Maintenance Log Setup<\/a><\/li>\n<\/ul>\n<h3>Sales<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-for-financial-planners\/\">Client Onboarding for Financial Planners<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Sales-Email-Sequence-Process-kzjwd7W-mz472AQGA8FEsw\/view\">Sales Email Sequence<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Monthly-Sales-Report-swtOPbYlkDtO1Fo1YxJFfQ\/view\">Monthly Sales Report<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Sales-Forecasting-Checklist-tpENcgehX35Ef0yZNltCuQ\/view\">Sales Forecasting<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Sales-Pitch-Planning-Checklist-kSVAB1_BWNzNwg98v6lM5A\/view\">Sales Pitch Planning<\/a><\/li>\n<\/ul>\n<h3>HR<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\">Employee Onboarding<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/salesperson-onboarding-checklist-for-startups\/\">Salesperson Onboarding for Startups<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Performance-Review-Template-k36THfmKqZ2AlqJ1km1MuQ\/view\">Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Unconscious-Bias-Training-Guide-m4gZEyyuPro6PuAYfYlKvA\/view\">Unconscious Bias Training Guide<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Standup-Meeting-Checklist-sC6JAt_cq0hCmwljHIRP5A\/view\">Standup Meeting<\/a><\/li>\n<\/ul>\n<h3>Marketing<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-for-a-marketing-agency\/\">Client Onboarding for a Marketing Agency<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/podcast-publishing-checklist\/\">Podcast Publishing<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Website-Launch-Checklist-m7qbozA2S1aVAdst_HlG_A\/view\">Website Launch<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/The-Ultimate-Blog-Post-Editing-Checklist-qgKkDLaGR1zNkeNNnpxKqw\/view\">The Ultimate Blog Post Editing<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Re-engagement-Sequence-Email-Process-t7IQZVwHJEMmvnGtBZ1PtA\/view\">Re-engagement Sequence Email<\/a><\/li>\n<\/ul>\n<h3>IT<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/helpdesk-management\/\">Helpdesk Management<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/server-maintenance-checklist\/\">Server Maintenance<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Email-Server-Security-ul_oEBetyBDrskPu1ftHeg\/view\">Email Server Security<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Firewall-Audit-Checklist-nfQsr_QSkwEnS5JUgZxNvA\/view\">Firewall Audit<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Naming-Convention-Design-Servers-Computers-IT-Assets-m19rYeTuGE9vfwbitfdBbA\/view\">Naming Convention Design (Servers, Computers, IT Assets)<\/a><\/li>\n<\/ul>\n<h3>Software<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/git-workflow\/\">Git Workflow<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/user-story-template\/\">User Story<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Software-Debugging-Process-k9zKXeHrmzfhh7JeughLWw\/view\">Software Debugging<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Software-Testing-Tutorial-hpPtiGlKROA0LxMXuSBMHw\/view\">Software Testing Tutorial<\/a><\/li>\n<li><a href=\"https:\/\/app.process.st\/templates\/Software-Deployment-mdz-xwCMMjWJBNo3a6FPwQ\/view\">Software Deployment<\/a><\/li>\n<\/ul>\n<p>When you&#8217;re logged into Process Street you&#8217;ll find hundreds more workflow templates inside your library&#8217;s\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/template-gallery\/\">Workflow Template Gallery<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Workflow templates are a great way to get started with Process Street. These are templates for workflows that have been fully fleshed out and are ready to use; from employee onboarding to office cleaning. All you need to do is assign tasks and task due dates and you&#8217;re ready to roll! How to Use Workflow [&hellip;]<\/p>\n","protected":false},"author":3,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[166],"ht_kb_tag":[167],"class_list":["post-5600","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-getting-started","ht_kb_tag-examples"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":3,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5600\/revisions"}],"predecessor-version":[{"id":8744,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5600\/revisions\/8744"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5600"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5600"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}