Team members can start a process directly from the Process Automation module in the Flock app.
To start a process:
- Launch the Process Automation app from Flock's apps sidebar.
- Go to the My Processes tab.
- Click the Start a new process button to launch the module in a new window.
- Select one of the available process templates and click Start Process.
- Based on the process template, fill in details required to start the process.
- Some processes may include multiple tasks - once you fill in the required details to start the process, you'll need to take an additional step and assign tasks to relevant team members.
For example, a new hire onboarding process involves sequential tasks that are assigned to different folks in the organization (IT, Finance, and so on).