In daily process management, it’s common for adjustments to arise, new objectives, departmental changes, or simple name corrections. With the Edit Process Name function, you can update this information without altering the data or interrupting the workflow.
💡 This option is especially useful when:
🔄 The process changes its scope or purpose.
🧾 You want to standardize names across teams.
✍️ A typographical error was made in the original name.
📋 You want to improve clarity or internal traceability.
Editing the name of a process helps maintain a cleaner structure, makes searches easier, and improves team communication.
🪄 Steps to edit the name of a process in Trackline
1. 📂 Access the “Processes” section
From the platform, go to the Trackline – Processes section to view all your processes.
2. 🔍 Select the process you want to modify
Click on the process whose name you want to update to access its configuration (the three dots on the right).
3. ⚙️ Open the process settings
Inside the process, select the Edit process name option.
4. ✏️ Edit the process name
In the Name field, enter the new title.
5. 💾 Save the changes
Click Save to confirm the modification. The new name will appear immediately in the process list and all related views.
