Processes & Tasks
A 'process' is an instance (or a copy) of a 'template' with assigned tasks
- What is a 'kick-off' form?
- How do I assign tasks in a process to a guest?
- What is a 'process'?
- How do I use blueprint and step level webhooks?
- How do blueprint and process tags work?
- What is 'Power Assign'?
- What are 'custom process views'?
- What can I add in steps and task comments?
- How can I add process notes and links?
- How do I add 'process instructions'?
- What is the 'process tracker' in the side bar?
- What do the colors in the processes' progress bar indicate?
- What are tags used for?
- What are 'task views'?
- What is 'issue reporting'?
- How do I reassign a process task?
- What is a one-off task?
- How do I set a task deadline to be dependent on another step?
- How can a I make sure a user completes the form?
- How do I complete a task?