Launching Processes

Starting a Process from a Template

Once you have templates set up, launching processes is how you put them to work. Each launch creates a new process (also called a "run") that tracks its own progress.

How to Launch a Process

1. Navigate to Templates in the left sidebar
2. Find the template you want to use
3. Click the Launch button
4. Fill in any kickoff form fields
5. Review and confirm assignments
6. Click Start Process

The Kickoff Form

Many templates have a kickoff form that collects information before the process starts:

• Process name (auto-generated or custom)
• Key data needed for the process (customer name, project ID, etc.)
• Due date for overall process completion
• Assignment overrides for specific steps

Assignment Options at Launch

When launching, you can adjust who is assigned to steps:

• Use template defaults - Keep assignments as defined in template
• Override specific steps - Change assignees for this process only
• Assign to process starter - You become the assignee

Process Naming

Good process names help with tracking and searching:

• Include identifying info: "Onboarding - Jane Smith - Marketing"
• Use consistent patterns across launches
• Can use form field values in the name automatically

Quick Launch Options

• Keyboard shortcut - Press Ctrl + Option + P (Mac) or Ctrl + Alt + P (Windows) to launch a process
• Favorites - Star frequently used templates for quick access
• Recent - Access recently launched templates
• URL launch - Direct links to launch specific templates