Templates give you a proven starting point: common steps, sensible defaults, and less setup time. They are ideal when you are new to the product or when a process is standard across your firm.
Custom workflows are where openFlow differs from rigid tools: you can duplicate a template, rename steps, add or remove stages, and save workflows that match your operating style—not only what came out of the box.
Practical approach
- Pick a template that is closest to what you need.
- Run it once or twice and note where workarounds appear.
- Adjust the workflow: fewer steps where things are redundant, clearer ownership where handoffs were fuzzy.
- Save as your firm’s standard so new work starts from the same improved baseline.
Why this matters
Task-only tools rarely model your process end to end. Workflow-centric software should let you express new processes—not only consume pre-built lists—so your competitive advantage is reflected in how work runs.