Creating workflow templates
Your workflow templates are your bespoke work processes. Start with pre-built templates and customise them.
Workflows are used to carry out your business processes, so your workflow templates should be created over time to be exactly what your business needs.
💡 There are 30 pre-built templates to get you started with Pilla including training plans, meetings, risk assessments and job interviews. Starting with these and adapting them to meet your needs is a great way to start.
🎞 The below video explainer will show you how to create your workflow templates.