Holiday party planning process
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
When planning a holiday party, there are a lot of moving parts: getting the budget approved, setting a date, picking a location, etc. And ensuring you have a centralized place to keep this process running smoothly is essential.
With this holiday party planning process app, your requester will initially send a budget approval form to the organization’s finance department and route this form to the CEO for final approval. After the approval, save the date and RSVP forms will be sent to customers and employees with information about the event, such as the date and location. It’s a simple but efficient way to keep the process moving forward, and no moving parts get left behind.
Process
Budget form
RSVP form
