Designing Your Processes
Designing Your Processes
Introduction to process templates and forms
27 articles
Written by Natalia

Creating your first process template
How to create your own process template
Written by Natalia. Updated over a week ago
Templates gallery
Where to find pre-made process templates
Written by Natalia. Updated over a week ago
Setting a title for new processes
How to use data form fields to automatically create process title
Written by Natalia. Updated over a week ago
Assigning tasks to users and groups
How to assign tasks in template
Written by Natalia. Updated over a week ago
Setting task due dates using formulas
How to set calculated due dates for tasks in template
Written by Natalia. Updated over a week ago
Configuring form for each task
Setting up assignee access to form fields: Hidden, Required, Read-only
Written by Natalia. Updated over a week ago
How to create request process with approvals
Create request templates and add approvals to them
Written by Natalia. Updated over a week ago
How to add review cycle to your process template
Reviews, change requests, review cycles, loops, iterative approvals
Written by Natalia. Updated over a week ago
Making a template invisible
How to hide template from other users
Written by Natalia. Updated over a week ago
Process deadline
How to set process due date
Written by Natalia. Updated over a week ago
Adding form fields to a process start screen
How to allow process starter to fill data form fields
Written by Natalia. Updated over a week ago
Configuring process start form
Configuring form fields for process start screen
Written by Natalia. Updated over a week ago