Process Management Support - Create and Manage Process Step Templates

A process step template is a process step that may be used to help you prefill step fields when creating or managing a process. For example, you may have a process with 12 steps for some monthly activity. Instead of recreating all of the details for that step 12 times, create a template and assign it 12 times within the process.

Creating a new Process Step Template

1. Hover over "Business Management Tools"
2. Hover over "Process Management" in the menu, and then click on "Manage Process Step Templates" in the submenu
3. Click on "Create New Process Step Template"
4. Enter the name of the new process task and other relavant information and click "submit"

Your process step template is now created, and will be available in the drop-down menu when you add a task to an existing process.

Data Sections

• Priority - Assign priority from 1-10.  2 is normal priority, with 1 being urgent and 3-10 being different levels of priority based on importance
• Assigned Role - Assign this task to the proper group or individual by selecting from the drop-down menu
• Remind - Allows for a reminder from 1-99 days prior to the beginning of this task
• Drop Off - Allows for a task to drop from the task list after a specific number of days when the task is no longer viable or has expired for a process
• Weekend Due Dates - Allows for adjusting the due date forwards or backwards if the due date falls on a Saturday or Sunday
• Status - Select the status for each task from the drop-down menu
• Estimated Billable Hours - For reporting purposed only, this is an estimate of the number of hours this process task will take for completion
• Description - Use this space to enter any additional notes as needed to describe or enhance the entry