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 ✨
To reach our new Process creation form, go to Processes ➡ Main Processes page. Alternatively, you can also quickly access the form by pressing the plus sign button located on the dashboard.
To edit the existing Process, go to:
Processes -> Main Processes
Access Main Process
Press Change
In addition to going to the Processes section in the main navigation menu and selecting the Main Processes page, you can also access the form by pressing the three dots menu button located on the main process card:
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 🏃🏼♂️
A. Subprocess name
B. Choose when this should be scheduled. Here is a quick guide to what you need to know 👈🏼
C. Choose Categories/Groups, Responsible, Tags, Priority.
D. If you want to ensure that another user reviews and approves a subprocess before it is considered complete, select the approval checkbox.
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 👈🏼
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 📑
💡 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.
👨🏼🎓 Also read: Subprocesses list sorting |