Workflow Templates
Civic or City
Charitable Giving Assessment
City Permit Request
Civic/City
Fence Permit Application
Pet Licensing
Recreational Sports Team Signup
Volunteer Request
Cross Departmental
Business Card Order
Cross Departmental
Simple Document Review
Training Request
Travel Request
Finance
Capital Expenditure Request (CER)
Capital Expenditure Request (CER) with Advanced Form
Employee Reimbursement Request
Finance
General Finance Department Request
I-9
Invoice Approval
New Vendor Request
Vendor Invoice Approval & Payment Process
W-9
Human Resources
Background Check
Current and Upcoming OOO Report
Education Assistance Request
Employee Change Request
Employee Offboarding
Employee Onboarding
Holiday Party Planning Process
Human Resources
Job Posting
Leave of Absence Request
New Hire Request
On The Job Training
Performance Review Process
Request for Paid Time Off (PTO)
Time Sheet Approval
Request for Paid Time Off Pto
Current and Upcoming OOO Report
Request for Paid Time Off (PTO)
It
Create User
IT
IT Hardware Request
IT Project Request
IT Support Ticket Process
IT: Software Change Request
New User Request
User Access Request
Lambda Examples
Lambda Examples
Sharepoint File Upload
Legal
Client Matter Intake
Contract Review and Approval Process
Employee Non-Disclosure Agreement (NDA)
Legal
Marketing
Marketing
Marketing Collateral Request
Operations
Corrective Action Preventive Action Process App
Customer Feedback Process
Field Service Request
Headquarters Meeting Request
Idea Management
Maintenance Request
New Product Request
Operations
Parts Rental Check-In / Check-Out
Product Return Request
Visitor Log Book Check In Process
Safety
PPE (Personal Protective Equipment) Request
Safety
Safety Incident Reporting
Sales
Price Quote Request
Price Quote Request Details
Pricing Discount Request
Sales
Sales Lead Process