- User Guides
- Getting Started
- Organization Chart
- Job Descriptions
- Four Key Functions
- Four Key Functions
- Sub Functions
- Adding Processes to the Four Functions
- Deleting Processes
- Moving Processes from One Key Function to Another
- Moving / Recording Processes within a Key Function
- Printing Process Lists
- Process Color Identification
- Mark a Process as Complete
- Adding From a Process Library
- Process Documentation Tools
- Documenting Work Processes
- Edit Title and Objective of Process
- Creating New Process Tools
- Editing Existing Process Tools
- Delete a Process Tool
- The Deleted Folder
- Archiving a Process Tool and The Archive Folder
- Printing 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
- Control Panel
- Management Review
- Process Assignment
- Reports
- Account Administration
- User Settings
- Training Webinars
- How to Videos
- Contact Support
Sidenote: My Processes was formally titled The Control Panel
My Processes gives users access to the processes they are responsible for. They can use these processes for training, as a reference if they forget how to do a task, and to follow, track, and complete their work interactively.
Managers can also assign processes to employees if they need guidance, a reminder on how to complete a task, or clarification on company policies.
When a user selects a Process Tool, a trackable copy is created for them. For example, clicking on a Checklist generates a version they can complete and save. Finished tools are stored in a saved folder, organized by date, and can be retrieved for review later.
My Processes helps employees stay focused on required processes, reducing errors and improving efficiency.
Continue below for additional resources: