Process: Build Steps & Sub-Steps
Add and edit Steps and Sub-Steps by adding checklists, connecting KPIs, attaching external documents, and assigning owners.
Table of Contents
Creating New Steps
A Core Process is a core function of your company, such as Marketing and Finance. Only the Owner, Admin, and Manager Roles can add or edit Processes.
To create a new Step below a Core Process,
- Click Add New Step icon (black plus sign) at the bottom center of the Core Process.
- Once the Core Process has at least one Step, you can View Steps or Collapse Steps using the arrow icon at the bottom center of the Core Process.
- Once one Step has been created, add the next Step to that same Core Process by clicking the Add New Step icon (blue plus sign).
- Create a Sub-Step by clicking Add New Sub-Step icon (black plus sign).
Tip: Clicking View Steps fully expands all Steps and Sub-Steps, but you can no longer see other Core Processes. Use Collapse Steps to see them again.
When you need to communicate about these items, you have two options:
- Use a direct link to the Core Process, Step, or Sub-Step tile
- Refer to the Step number and Sub-Step letter
Example: To refer to a specific Step in a Core Process, we'll often say, "HR Sub-Step 1A."
Assign an Owner
Assign an owner by clicking the person icon on the tile. This displays a list of people from the Responsibilities Chart to choose from.
Note: In order to assign a Process to a person, they must be assigned to a Responsibilities Chart Seat and added to the company as a licensed user.
View and Edit Tiles
Use the View Details icon (block arrow) to open and edit the details of any Core Process, Step, or Sub-Step tile. The title and description save automatically when changed.
Create a Details List
- Under Details, click Add Item to include a detailed bullet point list (such as a checklist or a simple breakdown of the process).
- Click Add Item again to add an additional point.
- Use the Delete List Item icon (X) to remove a list item.
- Hover to the left of each item and use the drag handle icon to rearrange Details.
Attach a KPI (Measurables)
KPIs that have been created for the Scorecard can be added to any Step and Sub-Step. Think about what KPIs to connect to judge the Process are effective.
Questions to ask,
- Are all Steps being completed?
- How do I know these Steps are being completed successfully?
Attach a Document
Any file type can be attached to a Step. All users can see the Process page. There are no permissions around documents, so anyone can download and view these items.