We have now released a new way to create or edit all processes within a Main Process – and its possible to do it all at once ✨

🚩 Please be aware that we are still consolidating our Process creation functionality, for this reason, the old form is still accessible through Processes ➑ Subprocesses ➑ Add Subprocess page and Change view. This is to allow you to quickly edit one Subprocess and also change it's Main Process.

To reach our new Process creation form, go to Processes ➑ Main Processes page or press the link below:

Here are the three key steps involved in creating a new Process:

1. You enter the name of your new Main Process and select the Team the process belongs to. If you add multiple teams, the process will show up in the Dashboard for all of the selected teams.

2. Add your first Subprocess. Adding a new Subprocess requires a bit more information than the Main Process. Let's go through each of the steps πŸƒπŸΌβ€β™‚οΈ

  • A. Subprocess name

  • B. Choose when this should be scheduled. Here is a quick guide to what you need to know πŸ‘ˆπŸΌ

  • D. Choose Duration: This is an estimation of the time it takes to finish the Subprocess. This is used for two purposes, it’s visible in the Reports where you can use that information if you want to track the time you spend on your task. The other functionality is that the Main process progress bar is based on this estimated time, check this guide πŸ‘ˆπŸΌ

  • E. Add your Work Description. The new text editor supports:

    • Links, auto-link parsing

    • Image pasting, drag&drop, resizing, embedding using links (image size limited to 10Mb)

    • Bullet point and ordered lists

    • Word formatting: bold, italic, crossed out, underlined text

    • Text formatting (left, right, justified, centered)

    • Colored, highlighted text

    • 'Remove formatting' tool

    • Undo/redo

3. Press the plus sign button above the Subprocesses list and continue adding the following Subprocesses πŸ“‘

πŸ’‘ If you have a new Subprocess that looks and acts like a previous one you’ve created, you can now copy an existing Subprocess, just tap the menu button (three vertical dots) and press Copy.

❗ Please note that you can only delete a Subprocess that hasn't been fully created. After it's been saved, it can't be deleted, only marked as Inactive.

πŸ‘¨πŸΌβ€πŸŽ“ Also read: Subprocesses list sorting

Did this answer your question?