Definitions

A Process Template is a master template from which other processes, checklists, or workflow can be started.

We use the term "Process" to mean any process, checklist, procedure, or workflow.

A Process in TeamworkIQ might outline the steps of a procedure. It might describe the steps and branches of a workflow. It might detail the tasks that make up a checklist. Thus the terms checklist, process, workflow, and procedure all mean a planned set of work with clear action items, assignments, and at times, dependencies as to what needs to get done before next steps can be done.

Thus you can create a Process Template for

  • A client onboarding process
  • A property inspection checklist
  • A content approval workflow
  • A standard operating procedure

In each of the cases above, you'll use the Process Template to start a new 'Process" regardless if the work that needs to get done is a checklist, workflow, procedure, task list, to do list, or process.

When should I create a reusable process template?

Reusable processes templates are ideal for any process that repeats. For example: occasional onboarding, inspections, and content approvals, or regularly scheduled processes like monthly accounting, quarterly reviews, and daily operations checklists.

The Template Library is home to the reusable process templates for which you are an author as well as those created and shared by others in the organization.

With Templates it's best to assign tasks to Roles, and set due dates as variables and relative due dates. That way each time you need to kickoff a new process, you can assign people to roles and set the key dates for the process. 

To create a new process from a template, open the template, then click START PROCESS. As soon as the new process starts, anyone who has new pending tasks in the process gets notified and can discover the work that needs to get done in their My Assignments view within TeamworkIQ.

When should I create a one-time use process or checklist?

Sometimes the work that needs to get done is not part of a standard process. For example, a client asks for a special project to be done. When that happens simply choose "Blank checklist" from the New... menu in TeamworkIQ, then outline who needs to do what. It's the same process as creating a template, but you're creating a one-time use process instead. That also means you can assign tasks directly to people and set specific due dates simply by typing a date.

Can I turn a one-time use process or checklist into a reusable template?

Yes. While viewing the one-time use process or checklist click the ... menu and select "Save as new template". You may want to change replace the assignees with roles, and the static due dates with dynamic ones to get the most flexibility and reuse out of your new template.

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