The Process Tool
Learn how to document Core Processes and their Steps and Sub-Steps to keep your teams operating efficiently.
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New Company
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Integrations and Beta
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Data
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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Vision
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Org Chart
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1-on-1
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Process
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Directory
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Mastery
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Assessments
Table of Contents
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:
- Click Process from the left main navigation.
- Click the Add New Core Process plus sign to the right of the last Process card.
- (Optional) Assign an owner.
- Write a title and description.
- Click Save.
Creating and Adding a Step
Create a Step
To create a Process's first step:
- Click the Add New Step plus sign button on the bottom of the card.
- (Optional) Assign an owner.
- Write a title and description.
- Click Save.
Add a Step
To add a Step:
- Click the View Steps down arrow at the bottom of the intended Process.
- Click the Add Step plus sign button to the right of the last Step's card.
- Write a title and description.
- Click Save.
Creating and Adding a Sub-Step
Create a Sub-Step
To create a Step's first Sub-Step:
- Click the View Steps down arrow at the bottom of the intended Process.
- Click the Add a New Sub-Step button at the bottom center of the intended Step's card.
- (Optional) Assign an owner.
- Write a title and description.
- Click Save.
Add a Sub-Step
To add a Sub-Step:
- Click the View Steps down arrow at the bottom of the intended Process.
- Click the View Sub-Steps down arrow at the bottom of the intended Step's card.
- Click the Add Sub-Step plus sign button to the right of the last Sub-Step's card.
- (Optional) Assign an owner.
- Write a title and description.
- Click Save.
Assigning an Owner
An item's owner is the person ultimately accountable for its completion.
Process
- Click the View Details button on the top right of the intended Process card.
- Click the person icon on the top right corner of the popup window.
- If the Process already has an assigned owner, their profile photo will be shown instead.
- Hover over the owner's Seat from the dropdown list.
- Click the name of the Seat Holder to own this Process.
Step
- Click the View Steps down arrow at the bottom of the intended Process.
- Click the person icon on the intended Step's card.
- If the Process already has an assigned owner, their profile photo will be shown instead.
- Hover over the owner's Seat from the dropdown list.
- Click the name of the Seat Holder to own this Step.
Sub-Step
- Click the View Steps down arrow at the bottom of the intended Process.
- Click the View Sub-Steps down arrow at the bottom of the intended Step.
- Click the person icon on the intended Sub-Step's card.
- If the Process already has an assigned owner, their profile photo will be shown instead.
- Hover over the owner's Seat from the dropdown list.
- 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.
- Click on the View Details button on the top right of the intended card.
- Click Yes or No from the dropdown to answer the following:
- Is this Process Documented?
- Is this Process Followed By All?
- Is this Process Effective?
- Add previously created Measurables by clicking the Add Measurable plus sign.
- Attach files by clicking the Upload Attachment plus sign.
Edit a Step
- Click the View Steps down arrow at the bottom of the intended Process.
- Click the View Details button at the top-right corner of the intended Step's card.
- Add details by clicking Add Item.
- Add previously created Measurables by clicking the Add Measurable plus sign.
- Attach files by clicking the Upload Attachment plus sign.
Edit a Sub-Step
- Click the View Steps down arrow at the bottom of the intended Process.
- Click the View Steps down arrow at the bottom of the Step.
- Click the View Details button at the top-right corner of the Sub-Step's card.
- Add details by clicking Add Item.
- Add previously created Measurables by clicking the Add Measurable plus sign.
- Attach files by clicking the Upload Attachment plus sign.
Exporting and Printing Processes
To create a PDF of all your Processes:
- Click Process from the main left navigation.
- Click the Print to PDF button on the far right of the Filters bar.