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Designing Your Processes

Designing Your Processes

Introduction to process templates and forms

27 articles
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Written by Natalia

Creating your first process template

How to create your own process template
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Written by Natalia. Updated over a week ago

Templates gallery

Where to find pre-made process templates
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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
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Written by Natalia. Updated over a week ago

Assigning tasks to users and groups

How to assign tasks in template
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Written by Natalia. Updated over a week ago

Setting task due dates using formulas

How to set calculated due dates for tasks in template
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Written by Natalia. Updated over a week ago

Configuring form for each task

Setting up assignee access to form fields: Hidden, Required, Read-only
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Written by Natalia. Updated over a week ago

How to create request process with approvals

Create request templates and add approvals to them
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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
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Written by Natalia. Updated over a week ago

Making a template invisible

How to hide template from other users
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Written by Natalia. Updated over a week ago

Process deadline

How to set process due date
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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
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Written by Natalia. Updated over a week ago

Configuring process start form

Configuring form fields for process start screen
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Written by Natalia. Updated over a week ago