Tell me about Processes – Help Center | Teachme Process

Processes is a screen for finding and opening 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" set for each process.

You can switch between "All" and "Favorites" in the sidebar on the left side of the screen.
Folders are also displayed in the sidebar, and selecting a folder shows only the processes in that folder in the list.
The width of the sidebar can be changed by dragging, and the changed width will be retained on your next visit.

Specifications

Items Displayed in the List

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The columns are arranged from left to right as follows.

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

The columns to display 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 gets 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

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Favorites is a per-user setting. It does not affect other users' Favorites. The Favorites list is displayed in order of most recently added, 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 is saved.

Folders

Folders are shared within a Group, and all users in the Group can create and modify folders
The hierarchy can be up to 5 levels deep
Up to 500 folders can be created at the same level
Folder Name must be within 100 characters
You cannot create folders with the same name at the same level
Cannot delete a folder that contains folders or processes
Processes that are not in any folder are displayed under "Uncategorized"
Moving a process to a different folder requires edit permission for that process
Folder Favorites is also a per-user setting