Business processes is a simple action that your manager does every day, but performed automatically. You can create individual processes for your business that will save your managers’ time.
To create a new business process
- Go to Settings (left menu button)
- Open Business processes
- Press button Add process
4. Choose an action to trigger business process. After the action is performed, a task will be created for a particular manager
5. Set up the parameters of the task that will be created in this business process.
6. Press Save button
Done! Business process is created.