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General
Performance Review
This workflow will help you keep track of employee performance reviews so your good employees are rewarded and those that need direction get it.
Lists
Needs review
Scheduling
Preparing
Ready for review
Reviewing
Done
Demo / Walkthrough
Demonstrations and walkthroughs can help give potential customers a quick look at your product or service to see if it’s a good fit for them.
Lists
Potential customers
Scheduling
Preparing
In progress
Testing
Following up
Event Planning
Successful event planning takes a huge amount of preparation.
Lists
Ideas
Researching
Booking
Confirming
Scheduled
Completed
Hiring
Manage and organize your hiring process with workflows.
Lists
Applied
Sent screening questions
Received positive response
Asked for references
Emailed references
Screening interview
Test hire
Hired
Possible hire for future
Not hiring
New Hire Onboarding
Efficiently bringing new hires up to speed can greatly improve your return on investment in them.
Lists
Hires
Introduction
Training
Assign tasks
Review progress
Finish
Standard
Manage your workflows using Kanban.
Lists
Ideas
Backlog
Current
Review
Approved
Development
Bug Tracking
This workflow was designed to streamline bug and issue tracking so you can ensure fixes are made as efficiently as possible when necessary.
Lists
Open
Assigned
In progress
Fixed
Not fixing
Development
Keep track of new features and bugs is critical in development.
Lists
Icebox
Backlog
In progress
In review
Done
Extreme Programming
If your organization is using or considering using extreme programming for your development process, this template will help you get up and running in no time.
Lists
Plan
Design
Code
Testing
Customer testing
Feedback
Release
Feature Roadmap
This workflow will help you log customer feature requests so you can prioritize them and eventually add them to your product or pass on them.
Lists
Features
Reviewing
Short-team
Long-term
In progress
Released
Closed
Product Development
This product development workflow will help you organize product ideas from concept to release.
Lists
Ideas
Evaluating
Testing concept
Testing marketability
In development
Done
Not doing
QA
A solid quality assurance process is necessary before releasing new products and features to customers.
Lists
In code review
Pending issues
To-Do
Testing
Completed
Website Design
This website design workflow will help you organize new web design projects.
Lists
Client
Site goals
Site structure
Design
Feedback
Fixes
Completed
Marketing
A/B Testing
This workflow was designed to help you manage A/B marketing tests so you will be able to easily track winners in campaigns.
Lists
Ideas
Implemented
In progress
Winners
No winner
Completed
Blog Management
Manage your complete blogging workflow in a simple and effective way.
Lists
Directions
Topics
Being written
Graphics
Editing
Review
Scheduled
Published
Content Amplification Process
Manage your complete content promotion workflow in the simplest way possible.
Lists
Ready for distribution
Assign
Promote
Analyze
Feedback
Second promotion
Record results
Done
Customer Case Studies
Getting case studies for your products is a powerful way to develop trust with potential customers.
Lists
Customers
Contacting
In progress
Finished
Not using
Not response
Email Broadcast
Easily manage your email broadcasts from concept to sending.
Lists
Topics
Content
Design
Proof and preview
Schedule
Sent
Facebook Advertising
Manage your Facebook advertising campaign and quickly learn which are effective and which aren't.
Lists
Audience analysis
Competition analysis
Cost analysis
Offer ad copy
Media development
Running
Optimization
Not running
Google Advertising
Managing your Google advertising campaign is difficult when you have so many running
Lists
Keyword research
Competition analysis
Cost analysis
Ad development
Running
Optimization
Not running
Link Building Process
Manage your link-building process workflow in a easy way.
Lists
Campaign
Collect links
Collect contact details
Outreach
Reporting
Done
List Building Process
Building and managing a list is one of the most important aspects of marketing.
Lists
Ideas
Creating offers
Implementing offers
Running
Done
Paused
Podcast Management
Manage your complete podcasting workflow in a simple and effective way.
Lists
Potential guests
Contact guest
Schedule time
Send agenda + Add to Skype
Conduct the interview
Edit audio
Write show notes
Publish + Promote podcast
Repurpose content
Published
Sales CRM
Manage your sales workflow in a lightweight way.
Lists
Lead
Contacted
Follow up
Demo
Negotiating
Won
Lost
SEO Audit
This workflow will help organize SEO audits from the beginning to the end.
Lists
Sites
Crawling sites
Site structure
On-page ranking analysis
Off-page ranking analysis
Competitive analysis
Done
Social Media Content
Manage your complete social media workflow in a simple way and effective way.
Lists
Ideas
Research
Write content
Create images
Schedule
Done
Video marketing
This workflow will help your video marketing process so you can continue to put out high quality that will help drive sales and improve your brand.
Lists
Ideas
Developing message
Producing
Editing
Scheduling
Promote and share
Done
Productivity
Expense Tracking
This will help you track and organize all your expenses so you don't have to scramble to keep them in order.
Lists
Expenses
Submitted
Review
Log
Add to invoice
Done
Getting Things Done
Getting Things Done is a task management methodology developed to help take care of all the hbusy aspects of life.
Lists
Capture
Clarify
Organize
Actionable
Single step
Two minutes
Engage
Done
Reflect
Waiting
Schedule
Not actionable
MoSCoW Method
The MoSCoW method is a project management methodology designed to help you rank certain tasks in order of priority to ensure the most important tasks are completed.
Lists
Tasks
Must
Should
Could
Would
Doing
Done
Not doing
Pomodoro Technique
The Pomodoro Technique is a task management methodology designed to improve productivity in a fun way
Lists
Activities
Estimating times
Recapping
Working on
Reviewing
Done
Project Management
This is a standard project management workflow to help you better manage projects from start to completion.
Lists
Concept
Planning
In progress
Evaluate
Closed
Need work
Sprint
This sprint workflow will help manage your team's priorities.
Lists
To-Do
Current
Carryover
Done
To-Do List
Manage your to-dos Kanban style. It’s simple, easy and flexible.
Lists
To-Do
Doing
Done
Support
Customer Support Process
Manage customer support requests from beginning to end so nothing falls through the cracks.
Lists
New
Assigned
In progress
More information
Awaiting reply
Resolved
Reopened
Closed
IT Support
This workflow was designed to help you manage IT support requests as they are reported and get escalated to specialists until they are solved.
Lists
Cases
1st level support
2nd level support
Fixing
Solved
Knowledge Centered Support
This workflow will help you offer customer service inspired by the knowledge centered support methodology.
Lists
Customer requests
Search support
Create support article
Improve support article
Responding
Close
Technical Support
Hubstaff’s technical support process allows us to track customer support feature requests and issues when they come in.
Lists
User requests - Low priority
User requests - High priority
Current outstanding issues
Issues that have been solved
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