How to create business process

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

  1. Go to Settings (left menu button)
  2. Open Business processes
  3. 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.

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