Create a process (template)

A Process is a template that will later be copied into multiple instances (task lists) on your projects.  

Your processes are where you document how things work in your process.  You can keep your processes basic, or build in powerful automations.  It's probably best to start simple, then get more advanced over

Create a Process Template

  1. Click "Processes" in the navigation at the top-left corner.
  2. Click "New Process" to create a new Process Template
  3. Give it a name.
  4. Click "Add a Step" to create the first step in this Process
  5. Click "Save and add another" to add the next step in this Process.

Adding details, images, and videos to Steps in a Process

Each Step can have a title, and additional details.  The description within each step can have text, lists, images, embedded videos, links, etc.

To save an image in the description, when editing the description, simply drag an image file into it!  To embed a video (like a Loom video or YouTube video), click the video icon, then paste the embed code and insert.

There are lots more automations you can add to your process, such as dynamic date rules, visibility rules (conditional logic), dependency rules, people assignments, and more.  But it's perfectly fine to add them in later, as needed.

Add form inputs on steps in a process

Each step comes with a "description" block by default.  As you read above, that's where you can add text, images, videos, links, etc.

You can add additional "blocks" to a step.  Most blocks are form field types, so that your users can input data into the task before (or after) they mark it as complete.  Find more info on adding custom form fields to your steps and tasks here.

Reorder steps in a Process

To change the order of the steps in a process, click the "..." to pull-down the step options, then click "Move up" or "Move down".

reorder steps in a process

Delete a step in a Process

To delete a step in a Process, click the "..." to pull-down the step options, then click "Delete".  It will ask you if you really want to delete.  Click again to delete the step.

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