Templates & Steps
Map out your repeated processes
- FORM > What is a Form?
- TOOLS > How do I search for templates, processes and tasks?
- TASK > What is a 'task'?
- ORGANIZATION > What is the library?
- TASKS > How do I set up an approval step in a procedure?
- TEMPLATE > What is the 'Advanced' tab?
- ACCESS > How can I read, download, or print a template?
- USERS > How do I reassign a process task?
- FORM > What is a kick-off form?
- DOCUMENT > What is a Document? How do I create a document?
- TEMPLATE > How can I auto-name a process?
- PROCESS > How can I add tasks to an active process?
- USERS > How can you require all assignees to complete a task (everyone must complete)?
- TEMPLATE > What is a template?
- TASK > Can I design my template (or process) to run tasks in parallel and sequentially?