When you want to utilize a process, you can apply it to a project or a task.

Applying the process provides multiple benefits, including:

• Greater probability of all the relevant steps being followed
• Logging of step selection for audit or post-mortem purposes
• Stakeholders can more easily follow the progress of a process via its application

To apply a process, navigate to the process and click the green plus icon in relation to the Applications heading.

Step selection

Applying a process brings you to the step selector. Here you decide which of the available steps to apply, and where to apply it.

Initial step selection

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.

Additional step selection

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.

Pausing and resuming step selection

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. 

Checklist application

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.

View past applications

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.