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.
- Edit processes
- Make a process visible to outsiders or guests
- Export process to CSV
- Commenting processes