How to create custom business processes

Steps

1. 01

   Create the process on a card type

   Open Processes, click Process setup, and click + (New process) on the card type's row. Click the name at the top, type the process's name and press Enter.

   In the user guide
2. 02

   Add the states

   In the States card, click Add state, type its name and press Enter. Repeat for each stage, such as Spec, Approval, In development and Shipped.

   In the user guide
3. 03

   Add transitions and their triggers

   In the Transitions card, click Add transition, pick From and To, choose a Trigger such as When action item done or On approved, and click Create. The first transition has no From and always uses On execution start.

   In the user guide
4. 04

   Give people action items

   Open a transition, click Add action and choose Create Action item. Enter the Title, pick the Employee (or click + to take it from a card field such as Owner) and click Save.

   In the user guide
5. 05

   Add an approval

   Add a Request approval action to ask one or more people to approve or reject. Then add one transition with On approved to move forward and one with On rejected to send the card back.

   In the user guide
6. 06

   Choose how it starts

   Click the settings button in the editor's header. Turn on Start automatically to start it on every new card of the type, or Parallel execution forbidden to allow only one run per card.

   In the user guide
7. 07

   Run it and answer approvals

   Open a card, click ⋯ and choose Run process, then pick the process. Approvers click Approve or Reject in the card's header and Submit; AI Workers with the Processes tools can also start processes and close process tasks.

   In the user guide