---
title: "Guided Templates"
slug: "guided-templates"
updated: 2024-10-21T13:53:24Z
published: 2024-10-21T13:53:24Z
canonical: "docs.processmaker.com/guided-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Guided Templates

> [!TIP]
> [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Standard.png)![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Professional.png)![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png)

  

Templates are process templates featuring a step-by-step wizard designed to assist you in creating a new process. After completing the wizard, the process becomes available in the Process Launchpad. You can immediately use your process and initiate a request. Other participants, such as those assigned tasks, receive notifications indicating when to participate in the process.

Follow these steps to view the available Guided Templates:

1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform.
2. Click the **Processes** option from the top menu. The **Processes Browser** displays.
3. From the **Add From Templates** section of **Processes Browser**, click **Guided Templates** to view the available templates.
4. Select one of the following available templates:
  - Expense Report.
  - Guided Invoice Approval.
5. Enter information as requested by the Guided Template, and click the **Next** button to proceed to the next step in the wizard.
6. Click the **Save and Finish** button at the last step of the Guided Template to complete the wizard.

After stepping through the wizard to quickly configure your Process, the Guided Template publishes your Process in the [Process Launchpad](/v1/docs/process-launchpad). You can immediately start a case for your process, and other participants will receive [notifications](/v1/docs/notifications) when it's their turn to participate.

Watch the following product tours to learn how to use Guided Templates.

---

## Use the Expense Report Guided Template

Watch the following product tours to learn how to use the Expense Report Guided Template.

#### Create an Expense Report Process

[Embedded content](https://demos.processmaker.com/embed/clxtoyxxx0a9912o26f22m7u8?embed_v=2)

#### Submit a New Expense Report

[Embedded content](https://demos.processmaker.com/embed/clxtq4sjt00f1hllw94i6yzmo?embed_v=2)

#### Review and Approve an Expense Report

[Embedded content](https://demos.processmaker.com/embed/clxtsdl7i00m0hllwcn9qssmd?embed_v=2)

---

## Use the Invoice Approval Guided Template

Watch the following product tours to learn how to use the Invoice Approval Guided Template.

#### Create an Invoice Approval Process

[Embedded content](https://demos.processmaker.com/embed/clvz8foba1dx3kzemtefa879w?embed_v=2)

#### Start a New Invoice Approval Request

[Embedded content](https://demos.processmaker.com/embed/clvcnqak55jroho9tv2poweh0?embed_v=2)

#### Review and Submit Invoice Approval request

[Embedded content](https://demos.processmaker.com/embed/clvcnus8k5k4gho9t38x14b7b?embed_v=2)

---

## Re-Run a Guided Template to Reconfigure a Process

Re-run a [Guided Template](/v1/docs/guided-templates) to reconfigure a Process you created from that Guided Template. Upon re-running a Guided Template, your Process is reconfigured based on the revised information you provide in its wizard. Re-running a Guided Template does not create a duplicate Process. Instead, it replaces the existing Process.

Follow these steps to re-run a Guided Template:

1. [View the Guided Templates](/v1/docs/guided-templates#what-are-guided-templates). The Guided Templates display.
2. Locate the Guided Template you used to create your Process.
3. Click on that Guided Template's card.
4. Click the **Re-run Wizard** link.
5. Step through the Guided Template wizard again, and provided revised information for your Process.
6. Click the **Save and Finish** button at the last step of the Guided Template to complete wizard.

After stepping through the wizard again, the Guided Template republishes your Process in [Process Launchpad](/v1/docs/process-launchpad).