Links

Add a Process to a Project

Add a Process as an asset to a Project. Any members of that Project may then use that asset toward the goals of that Project.

Add a Process to a Project

Adding a Process to a Project adds that Process as an asset to that Project. Any Project member may then use that asset toward the goals of that Project.

Permission Required

Your user account or group membership must have one of the following:
  • the View Processes permission in the Processes category of permissions
  • a member of any Project
  • your user account has the Make this user a Super Admin setting selected
Ask your Administrator for assistance if necessary.
Follow these steps to add a Process to a Project:
  1. 2.
    Click the ellipses
    icon, and then select the Add to Project option. The Add to a Project screen displays.
    Add a Process to a Project as an asset
  2. 3.
    From the Select Project drop-down, select to which Project(s) this Process becomes an asset. Projects to which you are a member display. To remove a Project that is currently selected, click the
    icon for that selection or press Enter when the drop-down is visible.
  3. 4.
    Optionally, select the Use a copy of this asset option to use a copy of this Process as the Project asset instead of the original. When selecting this option, any revisions made to the original Process do not affect yours in your Project(s), and vice versa. Consider this option a best practice to use, especially if you intend to make changes from the original Process that may not be an asset in any Project.
  4. 5.
    Click Add. The Process is added as an asset to the selected Project(s).
Last modified 1mo ago
© Copyright 2000-2024 ProcessMaker Inc. All rights reserved.