Process templates is a function in Strivr with two primary purposes:
To create Ad hoc related processes and be able to deploy your standard process when it occurs (for example, did you get a new customer and need a defined process of how to implement that client).
To create your standard workflow and simply duplicate it when necessary (for example, a new account opened, same standard procedures regarding reconciliation, and more. Deploy your template with the new and correct category and get going).
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 🏃🏼♂️
A. Subprocess name
B. Choose when this should be scheduled. Here is a quick guide to what you need to know 👈🏼
💡 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.
🎥 Watch this 3-minute video we recorded to learn more.
D. 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 👈🏼
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
3. Press the plus sign button above the Subprocesses list and continue adding the following Subprocesses
💡 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 Strivr Support for help if needed 🚒
👨🏼🎓 Also read: Subprocesses list sorting
🏁 When it’s time - Deploy it and set new deadlines! 👈🏼