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Templates

Reusable blueprints that turn your repeatable processes into one-click flows.

What are templates?

Templates are reusable blueprints for your common processes. You define the steps once — with task types, assignee types, descriptions, and order — and then run that blueprint as many times as you like with different clients, vendors, or team members. Each run creates an independent flow with its own participants and timeline.

Think of a template as a recipe and a flow as the meal you cook from it. You can tweak the flow after creation without touching the original template.

Public template marketplace

Browse community-built and Booflow-curated templates at /templates. The marketplace includes ready-to-use templates for client onboarding, vendor contracts, compliance audits, hiring pipelines, and more. Click Use Template on any marketplace template to copy it directly into your workspace — you can then customise it freely without affecting the original.

Your 5 starter templates

Every new workspace comes pre-loaded with five templates to get you running immediately.

Contract Signature

Collect and execute a contract with any external party. Includes NDA, review, signature via DocuSign, and a confirmation task.

New Hire Onboarding

Guide a new employee through paperwork, IT setup, training acknowledgements, and a 30-day check-in.

Vendor Evaluation

Run a structured vendor assessment: RFP collection, scoring, legal review, and final approval.

Client Project Kickoff

Set up a new client engagement with discovery, proposal approval, contract signing, and kickoff meeting tasks.

Design Review Cycle

Collaborate on a design deliverable: brief, concept upload, internal review, client feedback round, and final approval.

Creating a custom template

Go to Templates → New Template. Fill in the template name, a short description, and a category (e.g. Onboarding, Legal, Sales). Then add your steps — each step becomes a task when the template is instantiated.

Templates → New Template
  Name:        "Software Vendor Evaluation"
  Description: "Evaluate and onboard a new software vendor"
  Category:    Procurement
  Language:    English

  Step 1 — "Initial RFP"       type: FILE_UPLOAD   assigneeType: EXTERNAL
  Step 2 — "Internal Scoring"  type: MANUAL        assigneeType: INTERNAL
  Step 3 — "Legal Review"      type: APPROVAL      assigneeType: INTERNAL
  Step 4 — "Contract Sign"     type: SIGNATURE     assigneeType: EXTERNAL

Template step fields

Each step in a template maps directly to the fields of the task that will be created from it. Steps are sorted by their order value, and sequential dependencies are created automatically — step 2 depends on step 1, step 3 depends on step 2, and so on.

name

The display name of the task that will be created.

type

Task type: MANUAL, FILE_UPLOAD, APPROVAL, SIGNATURE, MEETING, etc.

assigneeType

Who handles this step: INTERNAL (a workspace member), EXTERNAL (a participant), or SYSTEM (automated).

description

Instructions shown to the assignee when they open the task.

order

Integer (1, 2, 3...) that determines step sequence. Lower numbers run first.

config

Type-specific settings, e.g. DocuSign template ID for SIGNATURE tasks.

Languages

Templates have a language field (currently English and Spanish). When you create a flow from the template, the flow inherits that language setting. Booflow uses it to send localized notification emails to external participants — so a Spanish-language template sends your vendors or clients emails written in Spanish.

Sharing templates

Templates you create are private to your organization by default — only workspace members can see or use them. Templates in the public marketplace are curated and published by the Booflow team. If you have a great template you'd like to share, contact us at templates@booflow.com and we'll review it for inclusion.

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