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Creating a Processing Activity from a Template

Templates are a quick way to create processing activities based on common scenarios. They are pre-filled with typical GDPR documentation.

Steps to Use a Template

  • Click Import from Template
    create-from-template-process
  • Choose a Business Area or Industry
  • Select one or more processes (e.g. Payroll, Recruitment)
  • Click Import

example-template-view1

Example: Select between most popular templates

example-template-view2

Example: Switch between tabs - here you see templates within a business area

What’s Included

Templates contain:

  • Purpose of processing
  • Data categories
  • Legal basis
  • Suggested security measures

Tip: A template is typically 60–80% complete. You must still validate it.