Processes

A process is a flow your business runs on that spans several modules, such as Procure to Pay or Quote to Order. As work is done in the modules, the process moves forward through its stages, so you can see where each piece of work stands without keeping a separate tracker.

Seeing your processes

Search for Processes with Cmd+K. Managers and admins also have it in the right strip.

• The left side lists every process type by module, with a health dot and how much work is open.
• Pick one to see its stages, its numbers, and its open work. Click a stage to see only the work sitting in it.