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Edit tasks and process properties

Edit running process properties

You can change process settings while a process is running. Open the process and click Settings. You don’t need to start over.

How do I access process settings?

  1. Open the running process from the Tracker view.
  2. Click the Settings button (gear icon) in the top-right corner. Active process configuration panel view view
  3. The settings panel opens on the Summary tab.

What can I edit in the settings panel?

The Summary tab lets you change:

  • Process Name - click the name at the top and type a new one. Hit Enter to save.
  • Process Owner - click the pencil icon next to the owner’s name to reassign. Process owner reassignment dropdown menu with user list
  • Process Notes - add context about this specific run using the rich text editor.

The panel also shows read-only info:

  • Tasks completed count, creator, and start date
  • The original template description
  • Answers from the kick-off form

You can’t manage tags and folders from this panel. Use the process card in the Tracker view instead.

What other process actions are available?

You can Export CSV to download all process data. The settings panel also has Permissions and Activity tabs.

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