Business architecture and task instructions

Map your business architecture and build task instructions See how your organization's core processes fit together, then open the procedures behind them. Within a task instruction, you can now add steps, checks, performers, and resources from one menu. Explore and map your business architecture Open Processes → Architecture to see how core processes fit together, with support processes grouped below. For a process you can access, read its steps in order, select a card for details, or follow its link to the underlying work. The Folders, Process Models, Task Instructions, and All tabs let you browse by folder or search a document list. Global Editors can turn on Edit to sketch a process with placeholders or link existing work. When a sketch is ready, convert it to a process model. Its steps carry over to the draft in the order you arranged them. Learn more: Map your business architecture. Build task instructions with steps and checks Use Add → Before you start for checks a performer should make before step 1, Add → Steps for the work itself, and Add → After you finish for the expected results. Move a card between sections from its menu or, when Contents is visible, drag it there. Choose Add → Performers to show who does the work. Attach resources to the whole task from Add, or put a file on the step where someone needs it. Drop an image or video onto a card with an empty cover to illustrate that step. Learn more: Write task instructions and assign task performers. Share folder links and create documents in place Under Processes → Folders, choose Copy link from a row's menu to share a folder or a document you can open. Recipients need access to open a linked document. Editors can also use Add procedure in the destination folder to create a process model or global task there. Learn more: Organize documents in folders.