SweetProcess Knowledge Base

    How to Create and Assign Step Lanes in SweetProcess

    Step lanes in SweetProcess are a great way to clarify roles and responsibilities within a procedures or processes. They allow you to group specific steps under a "lane" (like a department or job title), making it easier to assign tasks to the right people later on. 

    Why Use Step Lanes?
    • Role Clarity: Instantly see which department / team member is responsible for which part of the process.
    • Efficient Assignment: Instead of assigning 20 individual steps, you can assign an entire lane to one person in a single click.
    • Visual Organization: Helps break down complex, multi-departmental procedures into digestible sections.

    1. 1

      Open Your Procedure / Process for Editing

      • Navigate to the Procedures or Process tab.
      • Select the procedure or process you want to modify.
      • Click the Edit button in the top right corner.


    2. 2

      Create a New Step Lane

      • Scroll down to the Steps List.
      • Click the Edit (Pencil Icon) on the specific step where you want to add or change a lane.
      • Click the Set Step Lane button located below the text editor.
      • If you need to create a new lane:
        • Click Manage Lanes.
        • Click + Add New Lane.
        • Enter the name of the Lane
        • Click the Checkmark or Add to save.

    3. 3

      Assign a Step to a Lane

      • Once your lane is created, click Set Step Lane again.
      • Select the desired lane from the dropdown menu.
      • Click Finished Editing on that step.
      • Repeat this for any other steps that belong in that lane.

    4. 4

      Assigning Tasks via Step Lanes

      When you are ready to turn your procedure or process into an active task:
      1. Click Actions and select Assign as Task.
      2. In the Assignees section, click the toggle for Assign to steps and lanes.
      3. You will now see your lanes listed (e.g., "Customer Support").
      4. Click Assign next to the lane to choose a specific teammate, team, or role who will be responsible for all steps within that lane.

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