Process Management Overview

Process Management Overview

Processes are the templates that define your organization's workflows. As a process owner, you create and manage these templates that users execute as requests.

What is a Process?

A process defines a sequence of steps, each with its own form fields, assignees, and business logic. When a user creates a request from a process, they start a new instance of that workflow.

Key concepts:

• Process — The reusable template (e.g., "Employee Onboarding")
• Request — A single execution of a process (e.g., "Onboarding for Jane Doe")
• Step — An individual unit of work within a process
• Task — A step assigned to a specific user to complete

Process List

Navigate to Processes in the sidebar to see all processes in your workspace.

The process list shows:

• Process name and code
• Current version
• Status indicators
• Last modified date

Filtering Processes

Use the status filters to find specific processes. You can filter by published status and search by name.

What's Next?

Continue to Creating a Process to learn how to build your first workflow.