TRIGGER > MANUAL-LAUNCH > How do I launch a process manually?

Launching a Process

You must have created a pretty cool template that you're ready to launch. We're so excited for you to begin automating your processes!

Select your amazing template from the Library and click on Launch.

The next step is to fill out the kick-off form fields and then click on continue. 

  Next you'll see a process box set to the name,  Date - TEMPLATE NAME. Edit and customize the process name. Make sure it's specific to that process so you'll be able to identify it from others!

     The next step will look like an overview, here you can refine assignees, change deadlines, and add tags. When you're all done simply hit Launch Process!

When your template launches and becomes a real process, every important detail is taken care of. The tasks are assigned to your selected assignees and everyone is informed of their responsibilities. Deadlines and rules go into effect. All you need to do is work!

Do you have web forms that prompt processes? A client web sheet that requires a client demo and sales process? Or an issue form that requires your IT or customer support department to respond?

You can create processes that launch based on forms or other URLs. See what you can do here!

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