Creating a Process
10 articles
What is a process?
How to create a Process
How to add a file request to your checklist
How to add a Task to complete to your checklist
How to add a Payment request to your checklist
How to duplicate a process
How to create a process involving several end-users
How to mark onboarding steps as private
How to mark checklist steps as not applicable
How to attach a process to a checklist