Process How-To Guide

Create Process

1. In the workspace, go to Process and click the Plus icon.

2. From the options, select Process.

3. In the Process Details pane on the right, enter the Process Name.

4. Click Update List and check the fields you want to add to Cycle Dimensions.

5. Click Save at the bottom of pane to create the process.

v26.01: Show Deleted Objects

You can use the Show hidden objects toggle on the Level 2 Header to view deleted items across Processes, Activities, Task groups, Tasks, and Cycles. When enabled, deleted objects appear in the list view with a strikethrough, making it easy to distinguish them from active items and to audit what was removed.

Search and filter options automatically update to include deleted items when the toggle is on.