Creating a Process

Overview

Processes are created from templates that define a sequence of stages. When you create a process, you choose a template, link it to a client, and optionally set a start date and custom name. The system generates the stages automatically from the template.

Creating a Process

1
Navigate to Processes in the sidebar and click New Process in the top right (or press N). The New Process dialog opens.
2
Select a Template from the dropdown. Only active (non-archived) templates appear. If you do not see the template you need, ask an administrator to create one in process template settings.
3
Select a Client using the client search box. Start typing to filter by name.
4
Set the Start Date. This defaults to today. Stage due dates are calculated relative to this date.
5
Optionally enter a Name Override. Leave this blank to use the template name as the process name.
6
Click Create Process. You are taken directly to the new process detail page.

You can also create a process from a client's detail page. Open the client, go to the Processes tab, and click New Process. The client field is pre-filled for you.

What Happens After Creation

The process is created with a status of Not Started. Its stages are generated from the template, each with a status of Pending. Stage assignees are resolved from the client's manager assignments if the template stage uses a role-based assignment.

What's Next?

Running a Process — manage the process you just created
Process Stages — understand how stages work within a process
Process Templates — set up and manage templates in settings

Creating a Process

Navigate to Processes in the sidebar and click New Process in the top right (or press N). The New Process dialog opens.

Select a Template from the dropdown. Only active (non-archived) templates appear. If you do not see the template you need, ask an administrator to create one in process template settings.

Select a Client using the client search box. Start typing to filter by name.

Set the Start Date. This defaults to today. Stage due dates are calculated relative to this date.

Optionally enter a Name Override. Leave this blank to use the template name as the process name.

Click Create Process. You are taken directly to the new process detail page.

You can also create a process from a client's detail page. Open the client, go to the Processes tab, and click New Process. The client field is pre-filled for you.