đź§© Creating and Editing Process Activities
In this article, you will learn how to create, edit, and link process activities (e.g., projects) in the process board with tasks, sub-processes, and checklists. These functions support the structured planning and control of team-related activities according to shop floor logic.
- Create a process activity
- Add sub-processes and tasks
- Add a checklist
- Use templates
- Edit & overview
- Minimum requirements for creation
- Tips & Best Practices
- FAQ
🛠️ Create a process activity
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Open process board: Navigate to the desired process board.
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Create new activity: Click the “+” symbol in the top right corner.
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Fill in required fields:
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Title: Provide a clear and descriptive name.
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Category: Select the appropriate category.
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Planned end date of the last phase: Set the planned completion date.
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Additional information (optional):
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Free attribute: Add extra information.
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Label: For better categorization.
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Priority: Define urgency.
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Save: Click “Save” to create the activity.
ℹ️ Note: Process boards are preconfigured by team administrators and cannot be changed by team members.
Add sub-processes and tasks
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Open the process activity you created.
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Select the “Sub-Processes” or “Tasks” tab.
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Add the desired sub-processes or tasks.
⚠️ Note: These tabs are available only after the initial save.
âś… Add a checklist
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Open the “Checklist” tab.
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Add entries:
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Title: Name the checkpoint.
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Planned end date: Enter the completion date.
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ℹ️ Note: This tab also becomes visible only after saving.
đź“‹ Use templates
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Open the “Template” tab.
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Link a template: Add preconfigured tasks and checklists.
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Confirm link: Click “Generate from template” to integrate.
✏️ Edit & overview
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Activities can be edited at any time.
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Available views:
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List view: For detailed information.
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Kanban view: For a visual representation.
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Change phases: Move items between phases via drag & drop.
⚠️ Minimum requirements for creation
The following required fields must be completed:
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Title: Unique name.
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Planned end date of the last phase: Target completion date.
ℹ️ Note: Without these, saving is not possible. Missing information will be highlighted.
đź’ˇ Tips & Best Practices
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Visual control: Use labels and status indicators for better clarity.
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Standardization: Link tasks and checklists via templates to save time and ensure consistency.
âť“ FAQ
How can I edit a process activity later?
→ You can open and edit process activities at any time. Changes take effect immediately after saving.
Why can’t I add sub-processes or tasks?
→ Ensure you have saved the process activity first. The “Sub-Processes” and “Tasks” tabs appear only after the initial save.
Can I link multiple templates at the same time?
→ No, only one template can be linked per process activity. However, a template may already contain multiple tasks and checklists.
What happens if I don’t enter the end date of the last phase?
→ Without a defined end date, the activity cannot be saved. The system will display a warning.
Who can adjust categories in the process board?
→ Only team administrators can create or edit categories in the process board. Team members can only select from existing categories.