How do I start a process?

To start a process, pick your blueprint from the blueprint library and then click on LAUNCH PROCESS:


You will first see a lightbox like this with the process name defaulted to the [date - blueprint name], you can edit and customize the process name and click CONTINUE:

You may also click "Review & Edit Process before Launching" if you want to further refine assignees, deadlines, and steps.


Clicking CONTINUE assigns the tasks to people and inform them of the process:

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