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.

  1. 1

     

    Click on the “Processes” tab.Click on the “Processes” tab.

  2. 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.

  3. 3

     

    Enter the title of the process.Enter the title of the process.

  4. 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.

  5. 5

     

    Click on the "Continue" button.Click on the "Continue" button.

  6. 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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