Process launching involves naming, configuring kick-off forms, assigning tasks, setting deadlines, and tracking progress through the Tracker view after selecting the Launch button from the Templates section.
Launching
Launching a process involves grabbing a copy of template and running it for a specific situation.
You are taking the template (recipe) and copying it for a specific scenario at the moment you launch it.
One template can have many processes. An example of a template is “Client Onboarding” and an example of a process that uses that template is “Coca Cola”. In other words - we’re running the process “Coca Cola” using the template “Client Onboarding”.
If you make changes to a template, they only reflect on the next process you launch.
- Edit before launch
- Launch manually
- Automatically schedule a process
- Launch a process from a web form
- Launch another process when a task is completed
- Triggers
Launching > Launch another process when a task is completed
A workflow automation feature that enables launching subsequent processes or injecting tasks when specific steps are completed, with automatic tagging to maintain traceable connections between parent and child processes.
Tracking And Tasks > More about processes
A process is a unique instance created from a template that can be launched multiple times, named distinctively, and contains specific tasks, steps, and audit trails for tracking individual cases or scenarios.
Processes can be initiated both manually and automatically through various triggers like emails, magic links, or API integrations, eliminating manual data entry by allowing direct data transfer from external systems.
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