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How to launch your first process

In order to Launch our first process, you need to create a template. Once we have that. we can proceed to launch our first process.

  1. First, go to the editor mode on your template.

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  1. Select the Launch process option.

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  1. You’ll be prompted to fill any Kick-off form you have configured. This includes any information required to initiate the process, such as a client’s email. You can find more information about Kick-off forms here.

  1. 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 receive some of our recommended names for processes.

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  1. 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 the Power tools feature, which enables bulk changes to your process. For more information, click here.

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  1. That’s it! You have officially launched your first process. Each assignee will receive an email notification regarding the tasks they need to complete. Additionally, you can track the progress of the process in the Tracker view. To learn more about the Tracker view, click here.

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