Creating and using Templates: a step-by-step guide

The Process Templates feature in Daymi is designed to streamline workflows with two primary use cases:

Standardized workflows for Ad-Hoc processes
Use templates as blueprints to manage event-driven tasks efficiently. For instance, set up templates to handle corporate actions, product approvals, or client onboarding. When events like dividends, rights issues, or stock splits occur, you can swiftly deploy a pre-defined process, ensuring accuracy and consistency.
Reusable workflows for recurring processes
Create templates for routine workflows that you can replicate and adapt as needed. For example, if you have a set process for managing a client's daily trade bookings and reconciliations, you can convert this into a template. When a similar client is signed, deploy the template and update only the details specific to the new client, saving time and avoiding repetitive setup.

Create a new template for ad-hoc workflows (click to expand)

To start building a template, go to Processes and select Process/Program Templates - similar to adding regular processes, but in a separate section. The setup will look familiar if you've worked with regular processes. You can also access it by clicking the plus sign on the dashboard and selecting Program Template.

Here’s a streamlined guide to creating a new template:

Name the Main Process and select Team(s)
Enter the name and assign the team(s) it belongs to. When multiple teams are added, the process will appear in each team's Dashboard.
Add your first subprocess
Adding a Subprocess requires more details than the Main Process. Here’s how:
- Subprocess name
- Scheduling: For this type of template, we use the 'Once (T-days)' scheduling option because we don’t know the exact date of the event.
  
  Set the number of days before or after the T-date by which this subprocess should have its deadline. The T-date will be chosen when you deploy the template.
- Details: Assign categories, owner, tags, priority (not mandatory when creating the template).
- Approval: Check the approval box if the subprocess requires a 4-eyes check.
- Duration: Estimate how long this Subprocess takes. This helps track time in Reports and updates the Main Process progress bar.
- Work description: Use the text editor, which supports:
  - Links and auto-link parsing
  - Image embedding (max 10MB), drag & drop, resizing
  - Bullet/ordered lists and text formatting (bold, italic, colors)
  - Alignment options and 'Remove Formatting' tool
Add additional subprocesses
Press the plus sign above the Subprocess list to add more.

💡 Tip: To reuse a similar Subprocess, use the copy function by tapping the three dots menu.

See how templates streamline ad-hoc workflows in this demo

Reusable workflows for recurring processes

To turn an existing process into a template, you can copy an entire main process along with all its subprocesses. Go to Processes -> Process/Program, locate the main process you want to copy, click the three-dot menu, and select Create Template (next to options like activate/deactivate and change).

When it's time - Deploy it and set new deadlines

Now that we’ve created a process template with a few connected subprocesses, it’s time to deploy and start using it!

Deploy Template:
Click the ➕ button on the dashboard and choose Deploy a Template.
Select Template:
In the new window, choose the template from the library.
Configure and Customize the Process:
After selecting the template, you’ll see a preview of the Main Process with connected Subprocesses. Here, you can make any last adjustments before deployment.
- Select the T-Date: This will adjust the deadlines of 'Once' subprocesses according to the T+/- days specified in each subprocess template.
  - 💡 Note: This panel only appears if there are any 'Once' subprocess templates.
- Edit Main Process Details:
  You can change the name of the Main Process (e.g., to add a date or additional information for history logs), modify the ‘owner’, category, tags, deadline, or periodicity.
- Refine Steps:
  Add new steps, remove unnecessary ones, or copy existing ones.
- Description Extension:
  If there is additional information for one of the steps, such as the dividend ratio for a specific dividend event, add it to the description extension. You can also drag and drop files. This won’t amend the template but will create a process with the extended details in the description.
Deploy the Process:
When finished, press the Deploy button.