Create Processes and Process Tasks

For group standard tasks, ensure that these users exist in a user group in

Administration

To send notifications to users with tasks assigned to them, select the

Workflow and Process Tracker alerts

check box in

Administration

General Setup

Security:

Access Process Tracker
permission.

Complete Tasks Assigned to Self
permission.

Complete Any Task
permission.

Manage Tasks
permission.

Manage Processes
permission.

Processes and process tasks enable teams to collaborate to complete their planning cycles. Teams can use processes to:

Create, manage, and complete tasks.

Monitor task progress as teams work towards configured due dates.

Communicate with each other using notes on tasks or notifications from process administrators.

As a process administrator, you can create:

Standard process tasks that you can assign to individual users.

Standard process tasks that you can assign to user groups.

Level workflow tasks to track the workflow status changes of a particular level for a version.

Sheet workflow tasks to track the workflow status changes of a particular assumptions sheet for a version.

These tasks can include task names, task descriptions, task due dates, attachments, and notes.

Standard tasks can link directly to the relevant level-assigned sheets, assumptions sheets, reports, dashboards, or workflows. Assigned users can take action directly in their process guide, which they can access from the process tracker or notifications.

Level and sheet workflow tasks can point to the relevant assumptions sheets and workflow levels. Users with access must manually navigate to the

Sheets

Assumptions

and

Workflow

pages to take action.

You can clone existing tasks and change the clones to save time.

Select

Processes

Overview

from the main menu.

To create a process, select Create Process
from the Process actions menu.

You can find the Process actions menu next to the

Process

prompt, on the upper-right corner of the

Processes Overview

page.

As you create a process, consider:

Opción	Descripción
Add tasks from existing process	(Optional) Add all the tasks from an existing process. You can also update due dates to fit the new target date. After you create the new process using this option, you can manually edit each new task to change details like version and assignees.
Workflow task version (applies to all tasks)	(Optional) When you add tasks from an existing process, you can change the version on your new copies of the level and sheet workflow tasks. We don't automatically update the versions on new copies of standard tasks even if those standard tasks include workflows as their content.
Auto-send task notifications	(Optional) Select this check box to send notifications to standard task assignees as you create and change tasks. Processes don't use effective start dates. Users can start progress on tasks and complete tasks immediately upon task creation whether or not you notify them. To help prevent users from starting before you finish creating the entire process, leave this check box cleared.

Create tasks.

As you create tasks, we automatically order them according to this logic:

Due date. The earliest tasks display at the top of the stacks and the most recent tasks at the bottom.

If the due date is the same, order by task name.

If both due date and task name are the same, order by assignee name.

If all of the above are the same, order by task creation date.

See:

Create Standard Tasks for Processes.

Create Level and Sheet Workflow Tasks for Processes.

(Optional) To notify assignees and navigate them to their process guide, select Send Notifications
from the Process actions menu.

You can find the Process actions menu next to the

Process

prompt, on the upper-right corner of the

Processes Overview

page.

If you select Auto-send task notifications
during process creation, the standard task assignees receive a notification but no link to the process guide. Assignees can navigate to their process guide from the main menu.