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Create and Manage Process Templates

Shape your processes with templates: your own fields, your own steps, and the order they come in.

Every process is based on a template. The Standard process template is ready to use from the start. With the Templates and Custom Fields add-on you can also create your own, for example a NIS2 or an ISO 27001 process template, just as you can for contracts, assets and legal entities.

Where to find process templates

Go to Settings > Process templates. The list shows each template's name, description and status, and the standard template is marked with a check mark in the Standard process template column.

Process templates page in Settings listing an ISO 27001, a NIS2 and the standard process template, all active, and the Create process template button

Create your own template

  1. Select Create process template.
  2. Give the template a name and a description that tells people when to use it.
  3. Add the fields your process needs.

Required fields

In each template you decide which fields are required. You can also make a field required at creation, so it has to be filled in before the process can be created at all.

Manage the steps

A template also decides which steps a process includes, and in what order. Under Manage steps you can:

  • drag the steps into the order that suits you
  • edit or delete a step
  • add new steps (in your own templates)

Process and Access are always included and cannot be removed.

Important notes

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