Public Processes

The Public Processes section is a central hub for creating, managing, and standardizing the step-by-step processes your platform users follow.

✅ Before you Start

Applies to: Admins and Organization Admins

• Admins: log in with the Admin role and open the Admin space.
• Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.

Then, navigate to the Public Processes section.

Public Processes Listing

A list of all public processes is displayed, showing their name, workspace, number of steps, created at, and status (Draft/Published).

Create a Process

Select the New Public Process option at the top right of the page.

Then, fill in the fields:

• Process Name: The name of the public process (mandatory).
• Tags: Create new tags or select existing ones (optional).
• Step Dependency: A toggle that, when switched off, allows users to complete steps in any order.
• Process Description: The description of the process (optional).
• Step Name: The name of the step (mandatory).
• Step Description: Rich text editor for the step (optional; supports text, images, videos, and links).
• File Upload: Attach additional files (optional).

Edit, View, Clone, Publish or Delete a Process

Find the process in the list and open the three-dot menu:

• Edit: Change the process and its steps.
• View: Review the process.
• Clone: Adds a copy in draft status with the suffix (1), (2), and so on.
• Publish / Unpublish: Publish a draft process, or unpublish a published one.
• Delete: Remove the process.

Search and Filter

Use the search bar to find processes by name, or filter by status.

🏢 Organization Admins only: you can also search and filter by workspace, since you see public processes across all workspaces.