Workflow Templates

Templates let you get started quickly by using pre-built workflow designs instead of starting from scratch. Nembl provides managed templates for common business processes, and you can create your own templates from workflows your team has already built.

What Are Templates?

A template is a reusable workflow design that you can copy and customize. Templates save time when you are building workflows for common processes that follow well-established patterns, such as approval chains, employee onboarding, or IT support ticketing.

When you create a workflow from a template, you get a complete starting point with phases, transitions, and configurations already in place. You can then modify it to fit your specific needs.

Browsing Managed Templates

Nembl provides a library of managed templates maintained by the Nembl team. These cover common business processes across departments:

• IT Support — Ticketing, hardware requests, access management
• HR — Employee onboarding, time-off requests, performance reviews
• Sales — Lead qualification, proposal approval, contract review
• Operations — Vendor management, procurement, facility requests
• Engineering — Feature requests, bug reports, code review processes

To browse templates:

1. Go to Admin > Workflows.
2. Click New Workflow.
3. Select Start from Template.
4. Browse the template library by category or search by name.
5. Click on a template to preview its phases and structure.

Creating a Workflow from a Template

1. Find the template you want to use (see above).
2. Click Use This Template.
3. Nembl creates a new workflow as a draft with all the phases, transitions, and settings from the template.
4. Review and customize:
   • Rename phases to match your team's language.
   • Adjust assignments to point to your team members or roles.
   • Add, remove, or rearrange phases as needed.
   • Update decision conditions to match your criteria.
5. When you are satisfied, click Publish to make it live.

The template is a starting point, not a constraint. Once you create a workflow from a template, it is entirely yours to modify.

Creating Your Own Templates

If your team has built a workflow that works well and could be reused, you can save it as a template for others in your company.

1. Go to Admin > Workflows and open the workflow you want to turn into a template.
2. Click Settings or the menu button.
3. Select Mark as Template.
4. Give the template a name and description that explains what it is for and when to use it.
5. Choose who can see and use the template (your team, your organization, or the whole company).
6. Click Save.

Your template now appears in the template library for the audience you selected. When someone creates a workflow from your template, they get a copy of your workflow design.

Managing Templates

Updating a Template

If you improve a workflow and want the template to reflect those changes, you can update it:

1. Open the workflow that the template is based on.
2. Make your changes and publish the new version.
3. Go to template settings and click Update Template to sync it with the latest published version.

Existing workflows that were created from the template are not affected. Only new workflows created from the template going forward will use the updated design.

Removing a Template

To remove a template, open its settings and click Remove from Templates. This does not delete the original workflow or any workflows that were created from the template. It simply removes the template from the library.

Template Best Practices

• Document your templates. Include clear descriptions of what each phase does and what the workflow is designed for. Someone using your template should understand the process without needing to ask you.
• Keep templates general. Avoid hardcoding specific team members or very narrow conditions. The more general the template, the more teams can use it.
• Name templates clearly. "IT Support Ticket Workflow" is better than "Template 3."
• Review templates periodically. As your processes evolve, update your templates so new workflows start with current best practices.
• Start with managed templates. If Nembl provides a template that is close to what you need, start there rather than building from scratch. It is faster to customize an existing design than to create one from nothing.