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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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