Processes
10 articles
How do I add processes to a workflow?Describes the steps to add a process to an existing workflow.
How do I set a trigger for a process?Describes the kind of triggers that can be added to a process and how each one works.
How do I edit a process?Describes how to edit an existing process within a workflow.
How do I delete a process?Describes how to delete a process within a workflow.
How do I manage tasks in a process?Describes the steps needed to add tasks to a process.
How do I manage process managers?Describes how to add, edit and delete managers on a process.
How do I add a person to a process?Describes the steps to manually add a person to a process.
How do I remove a person from a process?Describes how to remove a person from a process they are in.
How do I view progress across all workflow processes?Describes how to view a listing of all people who are currently in a process and their status.
How can I copy a workflow process task?Describes how to duplicate a workflow process task.