Bundles

Easily create, apply, and update processes across projects in one place.

Increase accuracy

Standardize processes across teams to improve reliability in reporting.

Optimize outcomes

Share bundles across teams to help them adopt best practices for better, faster results.

Make updates

In just a few clicks, you can easily edit processes to support shifting business needs.

Get teams started faster

Make it adaptable

Include as many or as few features as you need for a bundle, and add multiple bundles across projects.

Make it secure

Choose who can edit a bundle.

Make a draft

Save bundles in-progress so you can get stakeholder buy-in before applying them to workstreams.

Standardize processes across the organization

Create standards

Share processes and best practices across your business.

Create options

Explore existing bundles in the bundles gallery and help teams adopt better processes.

Adapt processes as needed

Support changes

Update projects in flight all at once to meet shifting business needs.

Support visibility

See which projects have been updated as changes happen.

Still have questions? We have answers.

What are workflow bundles?

Workflow bundles are packages that let you bundle and apply combinations of sections, custom fields, rules, and task templates across multiple projects.

Which plans support workflow bundles?

The plans that support workflow bundles are Enterprise-tier plans. Bundles are available to Enterprise-tier customers.

Can I update a process across many projects at once?

You can update a process across many projects at once. Editing a bundle allows you to push updates to all applied projects simultaneously.

Who can edit or apply bundles?

Who can edit or apply bundles can be controlled, as bundles can be limited so only designated users or roles can edit or apply them.

Can I preview bundles before applying?

You can preview bundles before applying. You can draft bundles and preview their impact before applying them live.

Can I see which projects are using a bundle?

You can see which projects are using a bundle. The bundles dashboard shows which projects have the bundle and when updates are applied.

Can bundles improve reporting consistency?

Bundles can improve reporting consistency. Bundles standardize workflows and data collection across projects, improving reliability in reporting insights.

Are bundles good for scaling team processes?

Bundles are good for scaling team processes. Organizations use bundles to adopt best practices, scale rigor, and update workflows faster.

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