Templates
Examples of process management.
When your business uses Software and Services from many different sources, it can be difficult to keep track of all the information pertaining to each one. ...
Fri, 25 Mar, 2022 at 2:40 PM
Start a Form From a Process as a Guest User with QR Code Using a Guest User you can create a QR Code users can scan to start a form in a process. The ...
Tue, 23 Aug, 2022 at 9:21 AM
The Agency Onboarding process is a convenient way to track and ensure new agencies receive a consistent experience when starting with your company. Document...
Fri, 13 May, 2022 at 1:19 PM
The Event Budget Process will allow you to keep track of your team's Marketing spending as well as request budget approval from the rest of the team. Th...
Fri, 13 May, 2022 at 11:33 AM
The Effort Tracking Process will allow you to keep track of marketing efforts such as Pay Per Click advertisements, Internal Email campaigns, and Trade Show...
Wed, 14 Dec, 2022 at 2:01 PM
The Marketing Asset Process is a simple Process that will allow you to keep track of all your asset in one place. You can keep track of links, images, video...
Fri, 13 May, 2022 at 11:31 AM
The Marketing Ideas/Opportunities Process will allow your users to submit their own Marketing ideas. You can set your own status for Ideas that are being pl...
Fri, 13 May, 2022 at 11:33 AM
The Marketing Intake Form allows users to make requests for things like new business cards, social media campaigns, updating web content, and so on. This Pr...
Fri, 13 May, 2022 at 11:32 AM
The Billing Variance History process is designed to be a repository of your billing variance reports. Allowing you to keep and review previous reports after...
Fri, 9 Feb, 2024 at 9:58 AM
A Bookings report is provided by a supplier or through a Technology Service Distributor (TSD) and lists new orders that have not yet been installed or chang...
Tue, 9 Apr, 2024 at 3:15 PM