Process Templates
Design the process once. Use it forever.
Your operational knowledge becomes structure. No IT dependency, no reinventing the wheel for each case.
Every time feels like the first time.
A new case arrives. You open a spreadsheet, copy the steps from last time, adjust the names, forget a field, add another one you didn't need. Half an hour later, the process is "ready" — but different from the previous one.
Next week, another case. Another spreadsheet. Another version. Your colleague does it one way, you do it another. The intern improvises a third. Nobody knows which one is right.
The process lives in the head of whoever built it. When that person goes on vacation — or leaves the company — the process goes with them.
What if the right process was already built, waiting to be used?
Create once. Repeat with confidence.
Always the same. Always right.
Every new case is born with the same stages, the same fields, the same rules. No improvising, no forgetting.
Knowledge stays in the company.
The process doesn't depend on who created it. It's documented in the structure. Anyone on the team executes with the same quality.
From hours to seconds.
Opening a new case takes one click. The template already brings everything configured: stages, fields, automations, assignees.
Evolve without breaking.
Need to adjust the process? Edit the template. New cases are born updated. Previous ones remain intact.
Before and after.
Each person builds the process their own way
Forgotten fields, skipped stages
Process lives in someone's head
New hire takes weeks to learn
Impossible to guarantee standardization
Any change means starting from scratch
Every case is born the same, with the same structure
Required fields, guaranteed stages
Process documented in the template
New hire operates on day one
Automatic and consistent standardization
Edit the template, evolve the process
What you configure
One template. The entire process.
In CaseFy, a template is the blueprint of your process — with stages, fields, automations, permissions, and layout. Configure once, use infinitely.
Up to 50 stages
Define each step with SLA, color, icon, and default assignee.
25+ field types
Text, currency, date, selection, file, signature, and more.
Controlled transitions
Define which stage movements are allowed. No unwanted shortcuts.
100 automation rules
Automatic actions by event: stage change, field update, deadline breach.
Configurable roles
Holder, dependent, approver — define who participates and in what role.
Custom layout
Choose visible tabs, hero fields, sidebar, and progress style.
One-click duplication
Duplicate a template and adapt. Ideal for process variations.
Controlled publishing
Publish when ready. Unpublish without affecting existing cases.
The best process is the one that's already built.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.