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More about processes

What is a process?

A process is an instance of a template, for example, you may have a template that establishes the steps to be followed to onboard a new employee. If you were to onboard a new employee tomorrow, you would need to “Launch” this process to follow the steps required to onboard this particular employee.

You should set a naming convention for your processes to be able to find them quickly. You can also auto-name your processes by setting this in the template editor via Settings > Summary > Auto-naming.

A process is a copy of a template at the time of launch. You can launch as many processes from a single template as you need. Each process should have a unique name to identify it e.g. “Jane Doe”, “John Ramirez”, etc. Discover more about how tolaunch a process.

  • You can launch a document or a procedure depending on the underlying template you are launching.
  • You can add one-off or ad-hoc tasks into a process.
  • A process has a unique audit trail of who did what.

Pro > Launching

A template serves as a blueprint that can be copied and executed multiple times to create unique processes tailored for specific scenarios while maintaining the original template intact for future use.

Tutorials > Launch a process

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.

Templates > Automations

Automation features enable automatic decision-making and actions in processes through user-defined conditions and triggers while providing examples tutorials and implementation guidelines for streamlined workflow management.
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