Documenting Work Processes
Edit Title and Objective of Process
Creating New Process Tools
Editing Existing Process Tools
Delete a Process Tool
Restore Deleted Process Tools
Archive a Process Tool
Print or Download Process Tools
Saving Process Tools
Reordering Process Tools
Inserting a Hyperlink
Building Work Plans
Deleting Tasks and Expectations
Editing Existing Tasks and Expectations
Check Lists
Scripts
Upload Files
Documents
Custom Forms
Policy Notes
Video
Audio
Using AI to Build Process Tools

Process Assignment Tutorial
What is Process Assignment
Assigning a Process through the Dashboard
Assigning a Process, Editing an Assignment & Completed Assignments
Process Assignments for Staff