Quick Start Workflow Templates
What are Quick Start workflow templates?
Quick Start workflow templates are pre-configured workflow templates for Procore's financial tools. These templates were designed based on industry best practices.
You can customize them to meet your company's specific needs by changing statuses, names of steps, and more. See Edit a Workflow Template.
How do I get Quick Start templates in my company's account?
Quick Start workflow templates are automatically available in your company's Workflows tool for all customers in the United States, Australia, New Zealand, Canada, Great Britain, and Ireland.
They appear alongside any custom workflows that are already created within your account, and are labeled with 'Customer Support' to indicate they were created by Procore.
What if I don't want to use Quick Start templates?
You can archive any Quick Start templates you don't want to use by clicking the 'Archive' button next to the template. See Archive a Workflow Template.
Does the addition of Quick Start templates impact my existing custom workflow templates?
No, there is no impact to existing custom templates.