The Beamible Template Library is a collection of templates to support in the creation of individual roles on the Beamible platform.

  • Generally speaking, the default templates include key activities, where activities are defined as core bundles of work individuals undertake on a day-to-day basis (i.e. we typically see between 8-12 activities within most roles). Key activities will vary depending on your role.

The collection includes default templates for common roles within core functional areas which apply to most businesses (i.e. Finance, Marketing, HR, Sales, Technology)

Navigating to the Beamible Template Library

Click on your Organisation Profile icon on the blue left-hand Navigation Bar and under the Templates tab you should be able to access all available templates.

Beyond the default templates within the platform you can create custom templates. For more information on how to do this, click here.

Note: Only those with Administrator permissions can make changes (i.e. add custom templates or disable templates that are not relevant to your organisation).

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