Process Lifecycle

From Start to Finish

Understanding the complete lifecycle of a process helps you manage work effectively from launch to archive.

Lifecycle Stages

1. Draft - Process created but not yet launched
2. Active - Running with tasks being completed
3. Completed - All steps finished successfully
4. Archived - Stored for historical reference

During Active Phase

While a process is running:

• Assignees receive notifications for their tasks
• Deadlines are tracked and reminders sent
• Progress updates automatically as steps complete
• Activity is logged for audit purposes
• Automations trigger based on conditions

Completing a Process

A process completes when:

• All required steps are marked complete
• Final approvals are obtained
• Any automated end actions run

Completed processes remain visible for review and reference.

Archiving

Archive completed processes to:

• Keep your active list clean and focused
• Maintain records for compliance
• Enable historical reporting and analysis
• Archived processes can always be retrieved

Process Analytics

Track process performance over time:

• Cycle time - How long processes take to complete
• Bottlenecks - Which steps take longest
• Compliance - Are deadlines being met
• Volume - How many processes run per period

Continuous Improvement

Use insights from completed processes to improve templates:

• Identify steps that are frequently skipped
• Find steps that always take longer than expected
• Gather feedback from participants
• Update templates based on real experience