Get started with processes

Get started with processes


This article is mostly for "viewing" processes.


User interface


Read a process


This reads: when a campaign budget is approved, as a CMO, I create communication materials, so that the materials are approved.

Navigate

Enter detailed view

  • Click on the "enter detail" icon of a process
  • To exit, use the breadcrumb

Using the breadcrumb above the canvas, you know where you are in the process hierarchy and you can navigate to upper levels easily

In the left panel, you can find a hierarchy of the diagrams of a given process. This allows to navigate anywhere.
In the left panel, you can see the list of processes of the workspace, so you can quickly jump to another process! 

Attachments

Open the attachment panel from a box


Search

  • Open the search panel from the top right menu 

Print

Go to the print tab to preview and then print the current process




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