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Managing process

Managing processes brings numerous benefits to an organization, including increased efficiency, quality assurance, enhanced competitiveness, improved flexibility, and fostering consistency. This helps the organization operate effectively, enhance competitive capabilities, and better meet customer and market requirements.

Creating Processes​

To proceed with building processes for your organization, follow these steps:

Step 1: Create Core Processes (e.g., Sales process, Marketing process, etc.) [Refer here for more information]

Step 2: Once you have created the core processes, proceed with creating individual processes. On the user interface, select the "Processes" feature.

Step 3: Select the "Create Process" feature and provide the required information:

  • Process title
  • Set the process owner
  • Add descriptions to provide more details about the process
  • Additionally, you can add detailed steps to the process by selecting "Add Step".

Managing Steps in the Process​

Managing the steps in a process helps in capturing and processing information more easily and efficiently within the organization.

To manage steps in the process, refer to the details [here].

Downloading Process​

Downloading a process helps in managing and communicating information more easily and effectively within the organization.

To proceed with downloading a process, refer to the details [here].

Adding Collaborators​

Assigning collaborators in process management helps in planning and ensuring the best interaction and effectiveness in work.

To add collaborators to a process, refer to the details [here].

Sharing Process​

Sharing processes plays a significant role in knowledge transfer, enhancing sharing and collaboration, as well as fostering consistency and standardization in activities and workflows.

Step 1: On the user interface, select the "Process" feature.

Step 2: Identify the process to be shared and proceed with sharing the process.