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.
- 🗂️ Go to the Processes section
From the main menu in Trackline, select Processes to view and manage your workflows. - ➕ Start a new process
Click on Create new process to begin. - 📋 Select the predefined template
Choose the template that already includes the complete structure: participants, phases, and steps. - 📝 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.
