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