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QuickStart solutions

Start from a working process

QuickStart solutions are complete, pre-built setups — process flows, boards, datasets and forms, already connected. Install one in a few clicks, then change anything: fields, steps, routing and permissions.

app.niledesk.com
QuickStart Solutions screen with HR and IT solutions and Setup buttons

How it works

  1. Open QuickStart Solutions from the menu on your NileDesk home screen.
  2. Click Setup, and rename the templates and datasets if you like.
  3. NileDesk creates everything in your workspace — ready to use or customise.

Installing solutions requires the Developer role, which an administrator can grant. Read the guide.

Examples of available solutions

Solutions are grouped by department, including HR, IT and ISO.

HR · Process flow Employee Leave Request Leave request submitted to the manager for approval, with a leave tracking dataset.
HR · Process flow Employee Onboarding Process Coordinate the onboarding steps across departments so new hires start smoothly.
HR · Process flow Employee Release Form Coordinate offboarding across departments to ensure a clean exit.
HR · Board Recruitment Pipeline Manage every stage of recruitment on a board, from screening to onboarding.
IT · Process flow I.T Support Request IT support requests, consumables and asset assignments in one flow, backed by support-matrix and inventory datasets.
IT · Process flow I.T Change Management From request and risk assessment through CAB approval to implementation tracking.
Service · Board Customer Support Tickets Board-based ticket workflow with priority and escalation rules.
Sales · Process flow Sales Pipeline Structured flow with datasets for leads, opportunities and clients.
Procurement · Process flow Purchase Orders Process-driven approvals with automatic PDF generation.
Don't see your process? Describe it to the AI designer and get a first draft of the form and workflow — or build it from scratch with the visual designers. A QuickStart solution is also a good way to learn how the pieces fit together.

Install your first solution today

QuickStart solutions are available in the free trial.

30 days · up to 10 users · every feature included · no credit card