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Get your team up and running in seconds with over 40 unique and customizable templates.
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
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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, Implement, In progress, Winners, No winner, Completed
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Blog Management
Manage your complete blogging workflow in a simple and effective way.
Lists: Directions, Topics, Being written, Graphics, Editing, Review, Scheduled, Published
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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
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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
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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, No response
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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
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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, Done
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Development
Keeping track of new features and bugs is critical in the development process.
Lists: Icebox, Backlog, In Progress, In Review, Done
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Email Broadcast
Easily manage your email broadcasts from concept to sending.
Lists: Topics, Content, Design, Proof and preview, Schedule, Sent
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Event Planning
Successful event planning takes a huge amount of preparation.
Lists: Ideas, Researching, Booking, Confirming, Scheduled, Completed
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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
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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
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Facebook Advertising
Manage your Facebook advertising campaigns 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
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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-term, Long-term, In progress, Released, Closed
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Getting Things Done
Getting Things Done is a task management methodology developed to help take control of all the busy aspects of life.
Lists: Capture, Clarify, Organize, Actionable, Single step, Two minutes, Engage, Done, Reflect, Waiting, Schedule, Not actionable
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Google Advertising
Managing your Google advertising campaigns is difficult when you have so many running.
Lists: Keyword research, Competition analysis, Cost analysis, Ad development, Running, Optimization, Not running
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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
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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
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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
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Link-building Process
Manage your link-building process workflow in an easy way.
Lists: Campaigns, Collect links, Collect contact details, Outreach, Reporting, Done
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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
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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
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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
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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
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Pomodoro Technique
The Pomodoro Technique is a task management methodology designed to improve productivity in a fun way.
Lists: Activities, Estimating time, Recapping, Working on, Reviewing, Done
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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
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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, Needs work
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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
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Sales CRM
Manage your sales workflow in a lightweight way.
Lists: Lead, Contacted, Followup, Demo, Negotiating, Won, Lost
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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
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Social Media Content
Manage your complete social media workflow in a simple and effective way.
Lists: Ideas, Research, Write Content, Create Images, Schedule, Done
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Sprint
This sprint workflow will help manage your team's priorities.
Lists: To-do, Current, Carryover, Done
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Standard
Manage your workflows using Kanban.
Lists: Ideas, Backlog, Current, Review, Approved
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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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To-do List
Manage your to-dos Kanban style. It’s simple, easy and flexible.
Lists: To-dos, Doing, Done
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Video Marketing
This workflow will help your video marketing process so you can continue to put out high quality video content that will drive sales and improve your brand.
Lists: Ideas, Developing message, Producing, Editing, Scheduling, Promote and share, Done
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Website Design
This website design workflow will help you organize new web design projects.
Lists: Client, Site goals, Site structure, Design, Feedback, Fixes, Completed
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