The Process Tool

Learn how to document Core Processes and their Steps and Sub-Steps to keep your teams operating efficiently.

Written by Tommy Mains

Updated at July 8th, 2024

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Table of Contents

Introduction to Process Creating a Process Creating and Adding a Step Creating and Adding a Sub-Step Assigning an Owner Editing a Process, Step, or Sub-Step Exporting and Printing Processes

Introduction to Process

Our Process tool is open for all users in your Directory to view. Team members can locate and follow the steps and sub-steps of any Process. Learn more about the Process Tool from the video below.

 

Creating a Process

To create a new Process:

  1. Click Process from the left main navigation.
  2. Click the Add New Core Process plus sign to the right of the last Process card.
  3. (Optional) Assign an owner.
  4. Write a title and description.
  5. Click Save.

 

Creating and Adding a Step

Create a Step

To create a Process's first step:

  1. Click the Add New Step plus sign button on the bottom of the card.
  2. (Optional) Assign an owner.
  3. Write a title and description.
  4. Click Save.
 
 

Add a Step

To add a Step:

  1. Click the View Steps down arrow at the bottom of the intended Process.
  2. Click the Add Step plus sign button to the right of the last Step's card.
  3. Write a title and description.
  4. Click Save.
 
 

 

Creating and Adding a Sub-Step

Create a Sub-Step

To create a Step's first Sub-Step:

  1. Click the View Steps down arrow at the bottom of the intended Process.
  2. Click the Add a New Sub-Step button at the bottom center of the intended Step's card.
  3. (Optional) Assign an owner.
  4. Write a title and description.
  5. Click Save.
 
 

Add a Sub-Step

To add a Sub-Step:

  1. Click the View Steps down arrow at the bottom of the intended Process.
  2. Click the View Sub-Steps down arrow at the bottom of the intended Step's card.
  3. Click the Add Sub-Step plus sign button to the right of the last Sub-Step's card.
  4. (Optional) Assign an owner.
  5. Write a title and description.
  6. Click Save.
 
 

 

Assigning an Owner

An item's owner is the person ultimately accountable for its completion.

Process

  1. Click the View Details button on the top right of the intended Process card.
  2. Click the person icon on the top right corner of the popup window.
    1. If the Process already has an assigned owner, their profile photo will be shown instead.
  3. Hover over the owner's Seat from the dropdown list.
  4. Click the name of the Seat Holder to own this Process.
 
 

Step

  1. Click the View Steps down arrow at the bottom of the intended Process.
  2. Click the person icon on the intended Step's card.
    1. If the Process already has an assigned owner, their profile photo will be shown instead.
  3. Hover over the owner's Seat from the dropdown list.
  4. Click the name of the Seat Holder to own this Step.
 
 

Sub-Step

  1. Click the View Steps down arrow at the bottom of the intended Process.
  2. Click the View Sub-Steps down arrow at the bottom of the intended Step.
  3. Click the person icon on the intended Sub-Step's card.
    1. If the Process already has an assigned owner, their profile photo will be shown instead.
  4. Hover over the owner's Seat from the dropdown list.
  5. Click the name of the Seat Holder to own this Sub-Step.
 
 

 

Editing a Process, Step, or Sub-Step

The following user roles can edit Processes, Steps, and Sub-Steps:

  • Owner
  • Admin
  • Manager
  • Coach

Edit a Process

After creating a Process, you need to edit its details. Here's how.

  1. Click on the View Details button on the top right of the intended card.
  2. Click Yes or No from the dropdown to answer the following:
    1. Is this Process Documented?
    2. Is this Process Followed By All?
    3. Is this Process Effective?
  3. Add previously created Measurables by clicking the Add Measurable plus sign.
  4. Attach files by clicking the Upload Attachment plus sign.
 
 

Edit a Step

  1. Click the View Steps down arrow at the bottom of the intended Process.
  2. Click the View Details button at the top-right corner of the intended Step's card.
  3. Add details by clicking Add Item.
  4. Add previously created Measurables by clicking the Add Measurable plus sign.
  5. Attach files by clicking the Upload Attachment plus sign.
 
 

Edit a Sub-Step

  1. Click the View Steps down arrow at the bottom of the intended Process.
  2. Click the View Steps down arrow at the bottom of the Step.
  3. Click the View Details button at the top-right corner of the Sub-Step's card.
  4. Add details by clicking Add Item.
  5. Add previously created Measurables by clicking the Add Measurable plus sign.
  6. Attach files by clicking the Upload Attachment plus sign.
 
 

 

Exporting and Printing Processes

To create a PDF of all your Processes:

  1. Click Process from the main left navigation.
  2. Click the Print to PDF button on the far right of the Filters bar.
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