Process Launchpad

Overview

Process Launchpad is designed to help you organize all your processes in one centralized location. It simplifies starting and completing cases and also provides access to Guided Templates. Process Launchpad includes the following features:

• View a list of processes organized in categories and get an overview of each process and its purpose.

• Start a process.

• Track and complete cases of a process, and view detailed status updates.

• View charts for viewing the case counter, in-progress and completed cases, providing a birds-eye view of key performance metrics of your processes.

• Access Guided Templates to create new processes.

• Display images and videos in a carousel to help users understand how to use the process.

• Collapse the images carousel and other process information to make more space for viewing cases and tasks.

Watch the following product tour to see the enhancements in the Lanuchpad.

View Process Launchpad

Follow these steps to view the Process Launchpad:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Processes option from the top menu to view the Process Launchpad.

   
3. On the left is the Process Browser, which displays the following information:

   • The Available Processes section displays all the available process categories:

     • Recent Cases: Processes for which cases have been recently created, allowing you to quickly access and review recent activities.

     • All Processes: A list of all available processes.

     • My Bookmarks: Processes marked as favorites using the bookmark icon

     • Process Categories: All defined process categories. Click on a category to view the processes assigned to it.

     • Uncategorized: Processes without a category assigned to them.

   • The Add From Templates section allows you to create new process using the following:

     • All Templates - A set of pre-built process templates.

     • Guided Templates - Process templates with a step-by-step wizard to assist in process creation.

4. On the right is the main panel, from where you can perform the following actions:

   • Search for categories and processes.

   • View a list of processes based on the selection in the Process Browser on the left. Click on a process to view more information about it.

Search and View a Process in the Launchpad

Follow these steps to search and view a process through the Process Launchpad:

1. From the Process Browser on left, select a category from the list of Available Processes.

2. After a category has been selected, the main panel displays all the processes in the selected category.

   
3. Optionally, in the top-right a card, click the Add To My Bookmarks icon to add this process to the My Bookmarks category on the left. The icon will change to yellow to indicate that the process has been bookmarked.

4. Click on a card to view details of that process in the Launchpad.

5. The Launchpad displays information about processes in two sections:

   • Process Info

   • Cases and Tasks

Process Info

The collapsible Process Info section contains the following details:

• A customizable image carousel, adjustable through the launchpad configuration.

• The Details section, displaying the process name and description.

• The Started Cases section, featuring a case counter and a pie chart illustrating in-progress versus completed cases.

• Click the menu to manage the process.

• Start a case of the process using the Start This Process button.

Cases and Tasks

The My Cases and My Tasks tabs display under the Process Info section and display cases and tasks for the process.

• My Cases: My Cases tab shows cases started by you and their status. Click on a Case # to continue working on it.

• My Tasks: My Tasks tab displays tasks assigned to you and their status. Click on a Task # to view and complete it.

Add Saved Searches

Additional tabs can be added to Cases and Tasks section using existing Saved Searches . Follow these steps to add a saved search:

1. View a process in the Launchpad.

2. Next to the Cases and Tasks tabs, click the icon.

3. In the Tab Name field, enter a descriptive name for the tab.

4. In the Select a Saved Search dropdown field, select one of your saved searches.

5. Click OK to save changes and add the new tab.

   

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