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Processes

Managing processes in ProcessKit

  • (Automatically) preload processes on projects in a board
  • Use Liquid Tags to Dynamically Fill Form Fields
  • Processes, Tasks, Boards, and Projects... What's what in ProcessKit?
  • Creating & sending template emails from tasks
  • Create a process (template)
  • Copy a process to a task list (manually)
  • See a birds-eye-view of all work in ProcessKit
  • Using automated Task Actions
  • Add custom form fields to tasks
  • Assigning people to steps in a process (tasks)
  • Creating dynamic start & due date rules on steps in a process
  • Notifications for tasks
  • View all of your tasks in one place
  • Send a webhook when a task has been completed
  • Setting start dates and due dates on tasks
  • Adding sub checklists (sub tasks) on tasks
  • Tracking activity on a task
  • Using dependency rules to permit or prevent a task from being completed
  • Using visibility rules to show or hide tasks under certain conditions
  • Conditional logic based on Client attributes
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Categories

  • Boards
  • Clients
  • Getting Started
  • Tasks
  • Zapier Integrations
  • Projects
  • Processes
  • People
  • Account
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