Processes

Processes

The Processes menu allows a user to view a list of all processes in the system and a list of processes assigned to the user.

  • Select Processes and a specific process to view the Process Details page.

  • Processes can be sorted by due date.

  • To view all processes, select Processes and See All. The Processes grid displays with all the processes including name, process, customer, assignee, role, due and completed information.

  • For Help information about processes, select Users: Processes.