Adding Process Templates

How to create Process Templates

Fabian Lindegren avatar
Written by Fabian Lindegren
Updated over a week ago

The "Process Templates" feature in Daymi serves two main purposes:

  1. To create ad hoc processes related to specific events and have the ability to quickly deploy a pre-defined process when such an event occurs (e.g. acquiring a new customer and having a set process for onboarding them).

  2. To create your standard workflow and easily replicate it when necessary (e.g. opening a new account and following the same standard procedures for reconciliation, etc.). By using a template and assigning the appropriate category, you can quickly start using the pre-defined process.

Already existing processes

If you have an existing process that you want to turn into a template you can create a template by copying an entire main process with every underlying subprocess. Go to 'Main Processes' - find the main process you want to copy, press the three dots menu button and choose Create template (next to active/inactive and change):

Creating a template from scratch

You access process templates in a similar way to how you add regular processes, they are however separated. Click on 'Processes' and 'Main Process Templates' to get started. You will recognize the setup from regular processes.


Here are the three key steps involved in creating a new Template:

1. You enter the name of your Main Process and select the Team the process belongs to. If you add multiple teams, the process will show up in the Dashboard for all of the selected teams.

2. Add your first Subprocess. Adding a Subprocess requires a bit more information than the Main Process. Let's go through each of the steps πŸƒπŸΌβ€β™‚οΈ

A. Subprocess name

  • B. Choose when this should be scheduled. Here is a quick guide to what you need to know πŸ‘ˆπŸΌ

    πŸ’‘ Once (T-days): allows users to create Once subprocess templates around a specific date: set T+1 for it to show up one business day after or T-3 if you want it to show up 3 business days before your desired T-date that can be set during template deployment.

    πŸŽ₯ Watch this 3-minute video we recorded to learn more.

  • D. If you want to ensure that another user reviews and approves a subprocess before it is considered complete, select the approval checkbox.

    Choose Duration: This is an estimation of the time it takes to finish the Subprocess. This is used for two purposes, it’s visible in the Reports where you can use that information if you want to track the time you spend on your task. The other functionality is that the Main process progress bar is based on this estimated time, check this guide πŸ‘ˆπŸΌ

  • E. Add your Work Description. The new text editor supports:

    • Links, auto-link parsing

    • Image pasting, drag&drop, resizing, embedding using links (image size limited to 10Mb)

    • Bullet point and ordered lists

    • Word formatting: bold, italic, crossed out, underlined text

    • Text formatting (left, right, justified, centered)

    • Colored, highlighted text

    • 'Remove formatting' tool

    • Undo/redo

3. Press the plus sign button above the Subprocesses list and continue adding the following Subprocesses

πŸ’‘ If you have a new Subprocess that looks and acts like a previous one you’ve created, you can now copy an existing Subprocess, just tap the menu button (three vertical dots) and press Copy.

❗ Please note that you can only delete a Subprocess that hasn't been fully created. After it's been saved, it can't be deleted. Contact Daymi Support for help if needed πŸš’

πŸ‘¨πŸΌβ€πŸŽ“ Also read: Subprocesses list sorting

🏁 When it’s time - Deploy it and set new deadlines! πŸ‘ˆπŸΌ

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