Processes are a great way to describe what a team or an organization is expected to be able to do, and which resources are required to complete each step in the process.
A process consists of a tree of process steps, tied together with optional conditions, to form a complete process.
Each process step can be associated with the resources relevant to complete that step, be it roles, systems, checklists, policies, risks, etc.
In addition to their ability to communicate how something is done, the process implementation in the platform is also tactical, meaning processes can be applied across projects and tasks.
When you want to utilize a process, you can apply it to a project or a task.
Applying the process provides multiple benefits, including:
To apply a process, navigate to the process and click the green plus icon in relation to the Applications heading.
Applying a process brings you to the step selector. Here you decide which of the available steps to apply, and where to apply it.
When triggering a process application the initial process step is the only option, and you are prompted to select a location (project or task) to which the process should be applied.
After selecting a step, you will be asked to select the next step, and so on, until the process is completed.
When selecting additional steps after the first one, you can decide if you want the next step applied to the same location as the previous step (this is the default option) or to a new location.
Use cases for applying a next step to a new location might include a big process spanning across multiple teams and projects (for instance a holistic process covering recruiting/onboarding or sales/manufacturing).
As you continue on selecting steps, the right column fills out with a navigation showing the steps selected so far.
You may select steps so long as you have the motivation and information required to decide on a next step.
If you come to a point where you want to await deciding on more steps, you may navigate away from the step selection and into the tasks applied using the navigation in the right colum indicating the steps applied so far.
To resume the step selection process, you can either click the "Select next step" button displayed on the task, or wait for the task to be marked as completed.
When completing a task created from a process step, and provided that there are remaining steps in the process, you will be automatically brought back to the step selector where you can choose the next step from the steps available.
If the step you choose to apply has checklists associated with it, you will be sent to the checklist applier. Here you decide which checklist (if any) you want to apply to the task representing the process step.
To view past applications of a process, navigate to the process in question and click the View button in relation to the application you want to examine.
The application view displays the list of steps applied so far, including their respective application locations.
The process steps of a process can be presented in different views. To change the view, select the desired view from the list of views to the right of the Steps header:
To change the default view of a particular process, edit the process and select the desired default view.
The available views are:
Lists process steps in a branched process map. The color of the process steps match the state of the process step. Double click a process step to view its details.
The process map is best suited for branched processes (meaning processes where a process steps has multiple next steps) as it visualizes the branching.
The process map is the default view, unless a different default view has been explicitly selected for the particular process.
Lists process steps as a list of steps, including step purposes and associated content. To make the expanded view the default view of a particular process, edit the process.
The expanded view is best suited for linear processes (meaning processes where all the process steps only have one next step) as it does not visualize any branching.