Create the Process Structure

Updated: May 6

After you Add the details for your Process Definition, the next step is to create your process structure


- Insert the required Phases and Activities into your process structure.

- Change any of the default values used when creating activities by clicking on that activity in the structure tree diagram - e.g.: default value for ‘Effort’ is 15 minutes.

- Make sure the Process Definition is marked as ‘available for use’ on the details page. If not, edit the process to make it so.

- As you add phases and activities, practice using the ‘Import Phases and Activities’ option in the Actions menu to copy details across and then edit where necessary.

- Practice setting up notifications for some activities.

- Preview the Process Definition using this option in the Actions menu.

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