Cycle How-To Guide

Please find the preview steps on how to create a cycle tagging multiple activities.

Follow the steps below to create a new cycle for activities:

1. In the JustPerform web application, navigate to the Modelling tab. Choose the desired process in the Modelling tab to create a cycle for. Once selected, move to the Monitor tab.

2. To create a cycle, click on the Plus icon in the Monitor tab. This will prompt a dialog box to enter details.

3. In the dialog box, provide a name for your activity. Then, click on the Filter icon beside Time and Version to select members to create the cycle for.

4. Click on the Add Activities button and select activities from the list that appears. All selected activities will appear below.

5. Update activity details for each activity:

   • Instance Defined for: Specify the individual or group responsible for performing the activity.

   • Start and Target Date: Set the desired start and target dates for each activity.

   • Remaining Days: Provide the number of days remaining for each activity to be completed.

   • Notify Performer/Reviewer: Indicate whether to notify the performer or reviewer about the activity.

   • Check the Active checkbox to ensure the activity is active.

6. After updating the activity details, click on the Save button. Your newly created cycle will now be saved and can be monitored within the JustPerform system.

Resequence Activities

Option to sequence activities in a cycle: Previously, the sequence of activities inside a single cycle was fixed (based on the time of creation). Now, users can change the sequence by going to Process > Monitor > Edit Cycle and moving the sequence. The cycle present in My Activity (both web and add-in) and the Monitor page will then display the exact sequence in the cycle edit.