LinkedIn Insight
Templates

Workflow Templates for Teams That Move Fast

Workflow templates for teams give you pre-built processes for onboarding, approvals, sprints, and more. Deploy them in minutes, customize to fit your team, and save your own for reuse.

Templates That Kickstart Your Workflows

Pre-built, customizable, and shareable.

Ready-Made Template Library

Browse templates for client onboarding, content approval, sprint planning, bug triage, and more. Each template includes predefined steps, suggested assignees, and conditions you can customize.

Dozens of templatesCategorized by use caseOne-click deploy

Customize Any Template

Templates are starting points, not fixed structures. Add steps, remove unnecessary ones, adjust conditions, and reassign roles to match your specific team process before activating.

Editable stepsAdjustable conditionsRole remapping

Save Your Own Templates

Turn any working workflow into a reusable template. When your team discovers a process that works well, save it so other projects and departments can adopt it immediately.

Save from workflowsShare across teamsTemplate versioning

AI Suggests Templates for You

Describe what you are trying to accomplish and AI recommends the right template. It can also modify an existing template to better fit your specific requirements before deployment.

AI recommendationsAuto-customizationGoal-based matching

Why Teams Start with Templates

Skip setup. Start shipping.

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Start in Minutes, Not Days

Skip the blank-canvas problem. Deploy a proven workflow template and have your process running before your next meeting ends.

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Standardize Across Teams

Save working processes as templates and share them. Every team follows the same proven steps for common operations.

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Flexible, Not Rigid

Every template is fully editable. Use them as-is or adapt them to your exact needs. Nothing is locked down.

Questions About Workflow Templates

What teams ask about templates before getting started.

Templates cover client onboarding, content approval pipelines, sprint planning, bug triage, employee onboarding, marketing campaigns, and project kickoff checklists. New templates are added regularly based on common team patterns.

Yes. Any active workflow can be saved as a template with one click. Trilo preserves the steps, conditions, and structure while letting you decide which assignments should be dynamic versus fixed.

Yes. Describe the process you want to set up and AI recommends matching templates from the library. It can also preview how each template would work with your team structure before you deploy it.

Templates can be scoped to a single project or shared across the entire workspace. You control visibility so teams only see templates relevant to their work.

Deploy a workflow in minutes

Pre-built templates for onboarding, approvals, sprints, and more. Customize and reuse.