Customizing your Processes
A Process is a specific set of stages or steps that a given project will go through. You may have many different processes for things like Content Design, Maintenance, Consultation, etc.
Out of the box, we give you a process to support ADDIE and SAM but these can be removed if you'd prefer to use custom Processes.
To set up your Processes, follow these steps:
1. On the main menu, select Settings, then click Configurations, select Projects, and Process.
2. To add a new Process, click Add Process.
3. Give the Process a Name and Description. This is how it will appear when apply the Process to a Project, or viewing your Planning Board.
4. Then you'll be asked to input the first Stage Name, Description and Estimated Completion Time. Repeat this step for all subsequent Stages in the process.
Deleting a Process or Stage
An admin or power user can delete a process or stage.
Delete a process
Go to Settings → Configurations → Projects → Process
Select the process
Click Delete Process
Confirm the action
Note: You can’t delete a process that is being used by projects. The Delete Process button will be greyed-out if there are still projects (including archived) using it.
Delete a stage within a process
Go to Settings → Configurations → Projects → Process
Select the process
Click the trash icon next to the stage you want to delete
Applying a Process to a Project
When adding a New Project, you'll be prompted to select what Process and Stage you'd like to use.
You'll also have the ability to view your Projects in a Board view by Process.
