Workflow Templates for Project Management
Project Approval Workflow Template
The Project Approval Workflow Template is designed to simplify and expedite the process of reviewing and approving project proposals.
Project Management
Document Approval Process Template
Enjoy an automated online approval process. Review and approve documents within your company. Easy to customize, set up notifications, send emails, and more.
Administration
Task Approval Process Template
Receive task requests online and respond to them instantly. Easy-to-customize online approval flow. Send notifications and custom autoresponder emails. No coding.
Project Management
Facility Maintenance Request Workflow Template
The Facility Maintenance Request Workflow Template is designed to simplify the process of submitting, reviewing, and approving facility maintenance requests.
Project Management
Service Request Workflow Template
The Service Request Workflow Template is designed to streamline the process of managing and approving service requests, making it ideal for IT departments, facilities teams, and customer service units.
Project Management
Shift Hours Approval Workflow Template
The Shift Hours Approval Workflow Template is designed to help organizations efficiently manage and approve employee shift hours, ensuring accurate time tracking and compliance with company policies.
Administration
Meeting Minutes Approval Process Workflow Template
The Meeting Minutes Approval Process Workflow Template is designed to streamline the review and approval of meeting minutes, making it ideal for corporate teams, boards, and committees.
Project Management
Customer Service Request Approval Template
Address customer service requests with ease. Use conditional logic to send automated emails and forward requests to coworkers. Easy to customize. Respond on any device.
Project Management
Risk Assessment Approval Workflow Template
The Risk Assessment Approval Workflow Template is designed to help organizations efficiently manage and approve risk assessments, ensuring that all potential risks are properly evaluated and reviewed before any project or operational change is implemented.
Administration
Nomination Approval Workflow Template
The Nomination Approval Workflow Template is designed to manage and streamline the process of submitting and approving nominations for awards, recognitions, or leadership roles.
Human Resources
Meeting Approval Workflow Template
The Meeting Approval Workflow Template is designed to provide a seamless and organized process for submitting and reviewing meeting requests.
Project Management
Quality Control Planning Approval Template
Build a custom automated approval flow for your quality control planning efforts. Works on all mobile, tablet, and desktop devices. No coding required.
Administration
Event Invitation Approval Workflow Template
The Event Invitation Approval Workflow Template is designed to streamline the creation and approval process for event invitations, ensuring all invitations are aligned with event goals and branding guidelines.
Project Management
Project Workflow Template
The Project Workflow Template is designed to help project managers, team leads, and departments manage their projects more efficiently by automating key processes.
Project Management
Change Request Approval Template
Manage change requests for your team projects with ease. Free automated approval flow template. Add approvers, emails, conditions, and more. No coding.
Administration
Solution Partner Approval Workflow Template
The Solution Partner Approval Workflow Template is designed to help businesses efficiently evaluate and approve potential solution partners.
Project Management
Task Management Workflow Template
The Task Management Workflow Template is designed to help teams and project managers automate and organize their daily tasks, ensuring that all assignments are tracked, completed on time, and aligned with project goals.
Project Management
Project Management Workflow Template
The Project Management Workflow Template is designed to simplify and organize the planning, execution, and tracking of projects, making it a valuable tool for project managers, teams, and organizations.
Project Management
Change Request Workflow Template
The Change Request Workflow Template is designed to help project managers, IT teams, and operations departments streamline the process of submitting, reviewing, and approving change requests.
IT
Real Estate Workflow Template
The Real Estate Workflow Template is designed to help real estate agents, brokers, and property managers automate their processes, making it easier to manage property listings, client communications, and transaction paperwork.
Project Management
Project Proposal Workflow Template
The Project Proposal Workflow Template is designed to help project managers, team leads, and business owners automate and optimize the project proposal process.
Project Management
Project Intake Workflow Template
The Project Intake Workflow Template is designed to simplify the process of submitting and evaluating new project requests, making it ideal for project managers, operations teams, and department heads.
Project Management
Project Closeout Process Workflow Template
The Project Closeout Process Workflow Template is designed to streamline and automate the final steps of closing a project, making it essential for project managers, operations teams, and business owners.
Project Management
Campaign Approval Process Workflow Template
The Campaign Approval Process Workflow Template is designed to automate and simplify the process of reviewing and approving marketing campaigns, making it perfect for marketing teams, creative departments, and business owners.
Project ManagementAbout Project Management Workflow Templates
No matter what you and your team are working on, streamline the way you manage your workflow processes for projects with Jotform’s free Workflow Templates for Project Management! Start by selecting one of our ready-to-use workflow templates, assigning approvers and tasks. When someone fills out your online form to get their documents, meeting, or project change approved, their submission will automatically be forwarded to an approver for review. Form fillers will receive an automated confirmation or rejection email based on how their request has been processed. As form owner, you’ll be able to keep a close eye on every step of the workflows, from pending tasks to approver activity. Simplify project management by tracking requests with Jotform’s Workflow Templates for Project Management!
Frequently Asked Questions
1) What are project management workflow templates?
Project management workflow templates are pre-built automation tools designed to streamline various project tasks, such as task assignments, timeline tracking, milestone management, and team collaboration. These templates help project managers and teams stay organized and on track.
2) How can project management workflow templates help improve project delivery?
These templates automate repetitive project tasks, such as setting deadlines, sending reminders, and updating task statuses. This allows teams to focus more on project execution, ensuring timely delivery and reducing the risk of missed deadlines.
3) What kinds of tasks can be automated using project management workflow templates?
Project management workflow templates can automate tasks like resource allocation, task assignment, project approvals, progress tracking, and status updates. This ensures projects move forward efficiently without manual bottlenecks.
4) How do project management workflow templates integrate with team collaboration tools?
Project management workflow templates integrate with tools such as Slack, Microsoft Teams, and Asana to enhance communication, automate task updates, and facilitate collaboration. This integration ensures that team members stay connected and informed in real time.
5) Are project management workflow templates customizable for specific project needs?
Yes, project management workflow templates are fully customizable to meet the unique needs of any project, from small-scale tasks to large, complex projects. Users can modify timelines, milestones, approval flows, and communication steps to align with their project goals.
6) How do project management workflow templates improve resource management?
Project management workflow templates automate resource allocation and monitoring by integrating with tools like monday.com and Airtable. This ensures that the right resources are assigned to tasks, and managers can easily track resource availability and usage throughout the project.
7) Can project management workflow templates help with deadline tracking?
Yes, these templates automate deadline tracking by sending reminders to team members and stakeholders when key milestones are approaching. Integration with Google Calendar allows deadlines to be synced, ensuring that no critical dates are missed.
8) How do project management workflow templates assist with document management?
Project management workflow templates simplify document sharing and collaboration through integrations with Google Drive, Dropbox, and OneDrive. This allows teams to securely store and access project-related files, track document versions, and collaborate more efficiently.
9) What are the benefits of using project management workflow templates for stakeholder communication?
These templates automate stakeholder communication by sending status updates and progress reports via integrations with Slack, Microsoft Teams, and email services like Mailchimp. This keeps stakeholders informed without manual intervention, ensuring transparency and engagement.
10) How can project management workflow templates enhance project reporting and analytics?
Project management workflow templates automatically generate reports on project progress, task completion, and resource usage. Integration with tools like Airtable and monday.com allows teams to visualize data and track performance metrics, helping project managers make informed decisions.