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Creating a New Process in Trackline

Creating a New Process in Trackline

In Trackline, within the Code Contract platform, creating a new process is as simple as selecting a pre-designed template.

All participants, phases, and steps are already defined in the template, so you just need to activate and name your process.

  1. 🗂️ Go to the Processes section
    From the main menu in Trackline, select Processes to view and manage your workflows.
  2. Start a new process
    Click on Create new process to begin.
  3. 📋 Select the predefined template
    Choose the template that already includes the complete structure: participants, phases, and steps.
  4. 📝 Assign a name and description
    Give your process a clear name and a brief description to identify it easily.

 

This way, with no additional configuration, you can launch fast and efficient processes based on ready-to-use templates.