The Process Flow is the primary tool for both viewing process structure and adding/configuring any task in your process. In this section we will discuss:

• The Process Flow Canvas and Navigation
• The Tasks Menu

Process Flow Canvas and Navigation

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The Process Flow is a large canvas for you to build your process. When you first create a process you will be presented with a blank canvas with the exception of the common starting point task called Start Process:

 

Any interaction with the canvas is accomplished via drag-and-drop from options available on the Tasks menu (such as New Task) or using the context sensitive menus available for each task that you add to your process:

 

As the number of tasks grow within your process, it will exceed the size of the visible canvas within your browser window. To view tasks that are not visible on the canvas, you can simply right-side and bottom scroll bars.  You can also move a task or portions of the flow with a left click, grab and drag of the tasks that you want to be moved in the canvas.

 

• Refresh: Useful in a situation where perhaps more than 1 process adminsitrator is making changes to the process flow at the same time.  If you have the flow open in your browser and another Admin makes a change, you will want to select refresh to reflect the change in your view.
• Zoom: Allows you to Zoom in/Zoom out, fit to window, view actual size.  Very useful for large process flows.

 

• Connection Style: Allows you to reshape the transitions lines between tasks.  Simply click on the transition line and then select a style of your choice.

 

• Indicators: These options allow you to display either the Rules that will trigger tasks in your process or Recipients of the tasks in your process.  This allows you to quickly see and review your task transitions and recipients.

 

• Print Options:  Print Preview, Poster Print Preview, Show.  These offer different options for viewing and printing your process flow.  Opens a new window for each. 

 

• Auto Arrange: Compact, Horizontal, Vertical options. Use built-in algorithms to rearrange your flow into a horizontal or vertical hierarchical flow. Note: There is NOT an option to revert back to a previous flow design - please consider this when selecting one of these options.

 

 

 

Tasks Menu

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The Tasks Menu will always be available for any Process Flow in the left-side panel of the Process Flow canvas.  From this menu, you can add a new task to your process.  Simply left click and drag and dropped a task to a position you want on the canvas.

 

Once you have added a task to the canvas, you will be given the opportunity to name the task.

Note: See Tasks section for more information on adding tasks to a process flow, task configurations, and task types.