Using Templates
NextStep includes 30+ ready-made process templates across a range of categories. Templates give you a complete process with sections, tasks, and descriptions that you can use as-is or customise to fit your needs.
Available categories
| Category | Example templates |
|---|---|
| HR | Employee Onboarding, Employee Offboarding, New Manager Setup, Performance Review |
| Operations | Monthly Close, Vendor Onboarding, Office Move, SOP Review |
| IT | Bug Report Triage, New Software Rollout, Security Incident Response, Server Maintenance |
| Marketing | Content Publishing, Social Media Campaign, Website Launch, Email Newsletter |
| Sales | Sales Demo Prep, Lead Qualification, Proposal Process |
| Customer Success | Client Onboarding, Customer Feedback, Customer Renewal |
| Project Management | Project Kickoff, Sprint Planning, Post-Mortem |
| Finance | Expense Report, Invoice Processing |
| Quality & Compliance | QA Review, Compliance Audit |
How to use a template
Browse templates
Go to the Templates page from the sidebar or visit getnextstep.io/templates . You can filter by category to find what you need.
Preview a template
Click on any template to see its full structure — sections, tasks, and descriptions. This lets you check if it fits your use case before using it.
Use a template
Click Use Template to create a new process based on the template. This copies the entire structure into your Process Library as a new draft.
Customise
Edit the process to match your needs. You can rename tasks, add or remove sections, change form elements, set up dependencies, and configure assignments. The template is just a starting point.
Publish
Once you’ve made your changes, publish the process to start running it.
When to use templates vs AI generation
- Templates work best when there’s an existing template that closely matches your use case. They’re curated and well-structured.
- AI generation works best when you need something custom or when no template fits your specific workflow. You describe what you need and NextStep builds it for you.
You can also combine both — start with a template and then use the editor to add your own tasks and customisations.