What is a 'process'?

A 'process' is an instance (or a copy) of a blueprint.


How to launch a process using a blueprint:

  1. Go to the blueprint library or click on the +NEW button on the top menu
  2. Click LAUNCH PROCESS on the blueprint you want to use

3, Name the process and optionally review and edit the process before you launch it, click CONTINUE

4. Now you are in the active process view, all the tasks will be assigned to the right person when their task is up

5. You can track the progress of all of your processes in the process view

This shows someone launching a process using the Contract Approval blueprint:



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