Templates are used as blueprints to manage event-driven tasks efficiently - for example, corporate actions, product approvals, or client onboarding.
When events like dividends, rights issues, or stock splits occur, you can quickly deploy a pre-defined process, ensuring accuracy and consistency every time.
How to Start
On the Dashboard, click the ➕ icon.
Choose Select a template.
Select the relevant template.
Deployment view
Before deploying a template, there are a few things to review:
Rename the main process
Edit the main process name to make it unique. This helps you easily distinguish it on the dashboard and in process registries.
Set the T-date
In the configuration step, choose the T-date on which your process will be projected. This allows you to automatically adjust subprocess deadlines without manual effort.
Final check
Make sure all required tasks are included, then click Deploy Process.
