What is a 'process'?

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

You can start and assign  multiple processes using the same template:

Start a process using a template:

  1. Go to the template library or click on the +NEW button on the top menu
  3. Select the template you wish to start a process on, click LAUNCH PROCESS
  4. Name the process and change any assignees and  remove any steps
  5. Click CONTINUE
  6. All the tasks will be assigned to the right person when their task is up

Then you may onboard another client a few days later, for example, Sam Palmer. You would use the same Client Onboarding template to start his onboarding process.

You can track the progress of your process in the Process Tracker:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us