How do I create a Process?

When documenting a certain task, it might make more sense to break down the task into its individual component parts.

Then document a procedure for each part of the task and finally add each procedure into a process.

The instructions below will show you how to create a new process.

Step 1: Click on the “Processes” tab.

Click on the “Processes” tab.

Step 2: Once the page opens, click on the “Create Process” button in the top right-hand corner of the page.

Once the page opens, click on the “Create Process” button in the top right-hand corner of the page.

Step 3: Enter the title of the process.

Enter the title of the process.

Step 4: Add the process to a team or multiple teams.

Add the process to a team or multiple teams. Click on a checkbox to add the process to a team or on multiple checkboxes to add the process to multiple teams at the same time.

Step 5: Click on the "Continue" button.

Click on the "Continue" button.

Step 6: Click on the title of the process to add a description.

Click on the title of the process to add a description.

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