Launch a process

Tutorial: Launch a process

Launching a process requires an existing template. This tutorial assumes you have already created a template.

1. First, go to the “Templates” section via the left navigation. You will see a “Launch” button right next to the template. You can also click on the “pencil” icon to access the template editor.

2. Select the Launch button.

3. You’ll be prompted to fill any Kick-off form fields you have configured. This includes any information required to initiate the process, such as a client’s name and email. Learn more about kick off form fields

4. Now, it’s time to name your process. If you’re unsure, you can click the Generate button to automatically generate a name for your process. Alternatively, select Give me more ideas to see some recommended naming conventions for processes.

5. Finally, you have the option to edit any step before launching your process. This includes assigning tasks, setting deadlines, or removing any unnecessary steps. If you need to edit multiple steps simultaneously, consider using Power Tools - which allows you to make changes in bulk. For more information, click here

6. Upon completion of these steps, your first process will be launched. Each assignee will receive an email notification about the tasks they need to complete. You can track the progress of the process in the Tracker view. To learn more about the Tracker view, click here

Customize with ad-hoc tasks

Remember that you’re not limited to just the tasks defined in your template! After launching a process, you can always add ad-hoc one-off tasks of any type (approval tasks, email tasks, etc.) to adapt the process to specific circumstances. Simply open your active process and use the “Add task” option at the bottom.

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