Collaboration Templates

Custom templates for your business processes so you can focus on what matters

One-stop shop for all your business processes

Structure your digital workspaces with all the necessary tools and data based on your team’s requirements.

Make Process Templates

Create custom process templates with tailor-made policies, procedures, content, and pre-setup tools.

Get Consistent Results

Enable your teams to follow the same structure for all repeatable processes to drive consistent business results.

Bridge Information Gaps

Incorporate all your tools in one location and ensure smooth information flow between all the apps your teams use.

How does it look like?

Structured
Workspace

Provide your team with a pre-built workspace and restrict part of the collaboration process only to a few people involved in it. 

Board of Tasks

Make sure your team know exactly what to do once a new sales deal, project, or another process begins. Provide your team with a collaborative workspace with a pre-built set of tasks.

File
Templates

Provide templates for documents like contracts or codes of practice. Make it easier for your teams to access important material and documentation by streamlining how documents are shared.

Content Included

Include your everyday apps and tools at the template level and make sure your team will have everything needed in one place for effective collaboration

How does it look like?

Structured
Workspace

Provide your team with a pre-built workspace and restrict part of the collaboration process only to a few people involved in it. 

Board of Tasks

Provide your team with a pre-built workspace and restrict part of the collaboration process only to a few people involved in it. 

File
Templates

Add file templates, guidelines, contracts, codes of practice, and so on. Improve your document sharing and provide your teams with fast and easy access to key content and documentation

Content Included

Include your everyday apps and tools at the template level and make sure your team will have everything needed in one place for effective collaboration