Free Process Templates Store
Accounts Receivable
More efficient than emails, get control of your process and stop wasting time and money.
Customer Onboarding
Create the greatest first impression on your Customer Onboarding, from welcoming to training.
Marketing Requests
Control team responsibilities and statuses, preventing tasks from suddenly becoming urgent.
Purchase Process
Standardize steps of processes, get approvals easily and communicate quickly than ever.
Performance Evaluation
Follow up on your team’s performance by evaluating and giving them feedback and see their …
IT Service Desk
Use this step-by-step template to track and manage all the IT support tickets created by …
Bug Tracking
Use this step-by-step template to easily track and quickly manage all bugs that need to …
Growth Hacking Experiments
Centralize ideas in one place and gain full visibility on how current experiments are going.
Employee Onboarding
Keep everyone on the same page by following a standardized employee onboarding process.
Product Roadmap
Get started with Pipefy for Product Roadmap and customize anything along the way.
Agile Software Development
You do the coding, we take care of the rest. Track stories in burndown charts, …
Sprint
See how this template is structured. As this is just an example, you can customize …
Employee Offboarding
Specially designed to guide your company’s HR on offboarding employees.
Product Management
Keep track of all submitted feature or improvement ideas, analyze them.
Design Thinking
This template is ideal for creating an innovative and customer-centric strategy for solving complex problems.
A/B Testing Process
Create, implement and manage your A/B testing results in this easy template.
Want to start from scratch?
Create a customized pipe