The Process List

Overview

The process list is the central hub for viewing and managing every process in your practice. It provides a searchable table with status filters, bulk actions, saved views, and a link to the analytics dashboard.

Table Columns

The table shows the following columns:

Process Name — the name of the process, linked to its detail page
Client — the client the process belongs to
Status — badge showing Not Started, In Progress, Completed, or Cancelled
Progress — a progress bar with percentage, colour-coded by urgency (red if overdue, amber if due within seven days, green if completed)
Due Date — the overall due date, coloured red if overdue or amber if due within seven days
Created — when the process was created, shown as a relative time

Searching and Filtering

Type in the Search processes... box to filter by name. Use the Status faceted filter to narrow results to specific statuses such as In Progress or Completed.

Saved Views

Click the view selector to save the current combination of column visibility, pinning, sort order, and active filters as a named view. You can share views with your team, set a default view, update an existing view, or delete one.

Bulk Actions

Tick the checkboxes on the left of one or more rows to reveal the bulk action bar:

Change Status — set all selected processes to a chosen status (Not Started, In Progress, Completed, or Cancelled)
Cancel — cancel all selected processes that are not already completed or cancelled
Delete — delete the selected processes (hold Shift and click to skip the confirmation prompt)

Row Appearance

Cancelled processes appear with strikethrough text. Completed processes appear dimmed.

Analytics

Click Analytics in the top right to open the process analytics dashboard, which shows KPI cards, charts, and breakdowns by template and assignee.

Keyboard Shortcut

Press N from the process list to open the create process dialog.

What's Next?

Creating a Process — learn how to start a new process from a template
Running a Process — manage an active process and its stages
Keyboard Shortcuts — see all available shortcuts

Table Columns

The table shows the following columns:

Process Name — the name of the process, linked to its detail page

Client — the client the process belongs to

Status — badge showing Not Started, In Progress, Completed, or Cancelled

Progress — a progress bar with percentage, colour-coded by urgency (red if overdue, amber if due within seven days, green if completed)

Due Date — the overall due date, coloured red if overdue or amber if due within seven days

Created — when the process was created, shown as a relative time

Bulk Actions

Tick the checkboxes on the left of one or more rows to reveal the bulk action bar:

Change Status — set all selected processes to a chosen status (Not Started, In Progress, Completed, or Cancelled)

Cancel — cancel all selected processes that are not already completed or cancelled

Delete — delete the selected processes (hold Shift and click to skip the confirmation prompt)