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Invite and Comment with Collaborators During Process Design (Beta)

Try a customer beta of a feature for ProcessMaker Platform Winter 2023: invite others in your organization to collaborate on your Process model.

Overview

ProcessMaker is providing a customer beta to one of our most anticipated new features coming to ProcessMaker Platform Winter 2023: collaborate with Process Designers simultaneously while designing your Process model.

Invite Collaborators to Design a Process with You

Invite others to collaborate in real-time while designing a Process model. Any user may be invited to collaborate on a Process. Even if the invitee does not have Processes category of permissions or is a Project member in which that Process is an asset, that user may collaborate in that Process.

Tag and Comment Collaborators in Process Modeler

Follow these steps to tag and comment a collaborator in Process Modeler:
  1. 1.
    Edit the Process in which to invite collaborators.
  2. 2.
    Click the Comments button in Process Modeler. The Comments pane displays.
  3. 3.
    From the Add a comment... field, tag the user with whom you want to collaborate on this Process. Do the following:
    1. 1.
      Use the @ symbol to tag that user. All active users in your ProcessMaker Platform instance display with whom to select to collaborate.
    2. 2.
      Enter the user name for the individual to tag. As you enter text, the list filters.
    3. 3.
      Select the user to tag.
  4. 4.
    Enter your comment, and then click Comment.
  5. 5.
    Click Refresh to refresh the Comments pane as necessary.
Last modified 25d ago