Learn About Processes – Help Center | Teachme Process

The Processes screen is where you can search for and open processes within a Group. This article summarizes the items displayed in the list, as well as the search and Favorites specifications.

Overview

Processes displays the processes you have access to. The scope of access is determined by the "Organization-Wide Permission" and "User-Specific Permissions" configured for each process.

You can switch between "All" and "Favorites" in the sidebar on the left side of the screen. The width of the sidebar can be changed by dragging, and the adjusted width is retained the next time you access the screen.

Specifications

Items displayed in the list

The following columns are arranged from left to right.

Favorites (★)
Process Name
Created by
Created At
Updated At
Organization-Wide Permission
User-Specific Permissions (hovering over this column displays the number of users with view and edit access respectively)
Action menu

The columns displayed can be changed using the column display toggle in the upper right of the list.

Sort order and number of items displayed

The default sort order is newest Updated At first
50 items are displayed per page
The "Organization-Wide Permission" and "User-Specific Permissions" columns are not available for sorting

Various limits

Process Name: up to 100 characters

Duplicating and deleting

The name of a duplicated process will be "Copy of (original process name)"
What is duplicated is the saved content. Unsaved edits are not included
You cannot delete a process while in edit mode. The delete button will be disabled and "Cannot delete while in edit mode" will be displayed

Favorites

Favorites are configured per user and do not affect other users' Favorites. The Favorites list is displayed in order of newest Added At first, and the default columns shown are "Process Name" and "Added At".

A process that is being newly created cannot be added to Favorites until it has been saved.