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. Edit the Process in which to invite collaborators.

3. From the Add a comment... field, tag the user with whom you want to collaborate on this Process. Do the following:

   2. Enter the user name for the individual to tag. As you enter text, the list filters.

   3. Select the user to tag.

4. Enter your comment, and then click Comment.

5. Click Refresh to refresh the Comments pane as necessary.

Related Topics

Pin an Element or ConnectorShow Configuration Settings for a Process Model ObjectCustomize the Appearance of a Process Model ObjectCopy Elements, Connectors, and/or PM Blocks into the ClipboardClone Elements, Connectors, and/or PM Blocks Without the ClipboardSelect Multiple Process Model Objects and/or PM BlocksAlign and Distribute Process Model Elements, Connectors, and/or PM BlocksDelete Elements, Connectors and/or PM BlocksUndo and Redo Changes in Your Process ModelNavigate Around Your Process ModelDiscard Changes to Your Process ModelClose Process Modeler with Your Saved ChangesPublish Your Process ModelValidate Your Process is BPMN 2.0 CompliantOptimize Your ProcessWhat is Process Modeling?