SweetProcess Knowledge Base

    How do I create a Process?

    When documenting a certain task, it might make more sense to break down the task into its individual component parts.

    Then document a procedure for each part of the task and finally add each procedure into a process.

    The instructions below will show you how to create a new process.

    1. 1

       

      Click on the “Processes” tab.Click on the “Processes” tab.

    2. 2

       

      Once the page opens, click on the “Create Process” button in the top right-hand corner of the page.Once the page opens, click on the “Create Process” button in the top right-hand corner of the page.

    3. 3

       

      Enter the title of the process.Enter the title of the process.

    4. 4

       

      Add the process to a team or multiple teams.Add the process to a team or multiple teams.Click on a checkbox to add the process to a team or on multiple checkboxes to add the process to multiple teams at the same time.

    5. 5

       

      Click on the "Continue" button.Click on the "Continue" button.

    6. 6

       

      Click on the title of the process to add a description.Click on the title of the process to add a description.

    If you still have a question, we’re here to help. Contact us