A template serves as a reusable blueprint that can spawn multiple unique processes, with changes to the template only affecting future process launches rather than existing ones.
More about processes
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.
- Edit processes
- Export process to CSV
- Commenting processes
- Make a process visible to outsiders or guests
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.
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.
Users can flexibly modify running processes by adding tasks, editing task properties, changing names, and managing process lifecycle through archiving or deletion options.
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