Build a process once, start it complete every time
A template is a reusable task list. Set up your onboarding, your monthly close or your campaign launch once, and every new instance starts with the whole task list already built — owners, descriptions and order included.
Add the tasks while building the template, with assignees and descriptions already set.
Drag and drop to set the order, with connector lines showing how the work runs from one step to the next.
A template can belong to a project, or stand alone — and it hides itself when the Projects module is off.
A full-screen view walking through every step and its current status.
Deleting a template asks whether its tasks should go with it, so nothing is removed by accident.
Add every task the process needs, in the order it actually happens.
Drag the steps until the order matches reality. The connector lines make gaps obvious.
Start the process again and the entire task list appears, ready to assign.
Set up your workspace in minutes and try it with a real task.