Manage Process

 
 
 

Manage Process

What is a process? Create and manage checklist items for your users to follow. This process checklist appears in the left hand sidebar of the contact details page for your users to stay on track.

How to use and manage your process checklists. In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Manage Process.” There, you should see your list of processes. If there are none in the list then click “Add Process” in the top right corner. Name your process checklist and assign what department and workflow this checklist will appear on. The description is not a required field. Create, edit, and reorder checklist items to keep your users on track during their process.


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