Processes
Managing processes in ProcessKit
- Processes, Tasks, Boards, and Projects... What's what in ProcessKit?
- Create a process (template)
- Copy a process to a task list (manually)
- Creating dynamic start & due date rules on steps in a process
- See a birds-eye-view of all work in ProcessKit
- (Automatically) preload processes on projects in a board
- Using automated Task Actions
- View all of your tasks in one place
- Notifications for tasks
- Add custom form fields to tasks
- Turn a task list into a process
- Assigning people to steps in a process (tasks)
- Use Liquid Tags to Dynamically Fill Form Fields
- Organizing processes into groups
- Setting start dates and due dates on tasks
- Send a webhook when a task has been completed
- Tracking activity on a task
- Propagate process changes to all active tasks & task lists
- Using dependency rules to permit or prevent a task from being completed
- Adding sub checklists (sub tasks) on tasks