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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.

🔍 Content
  • 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

  1. Open process board: Navigate to the desired process board.

  2. Create new activity: Click the “+” symbol in the top right corner.

  3. Fill in required fields:

    • Title: Provide a clear and descriptive name.

    • Category: Select the appropriate category.

    • Planned end date of the last phase: Set the planned completion date.

  4. Additional information (optional):

    • Free attribute: Add extra information.

    • Label: For better categorization.

    • Priority: Define urgency.

  5. 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

  1. Open the process activity you created.

  2. Select the “Sub-Processes” or “Tasks” tab.

  3. Add the desired sub-processes or tasks.

⚠️ Note: These tabs are available only after the initial save.


âś… Add a checklist

  1. Open the “Checklist” tab.

  2. Add entries:

    • Title: Name the checkpoint.

    • Planned end date: Enter the completion date.

ℹ️ Note: This tab also becomes visible only after saving.


đź“‹ Use templates

  1. Open the “Template” tab.

  2. Link a template: Add preconfigured tasks and checklists.

  3. Confirm link: Click “Generate from template” to integrate.


✏️ Edit & overview

  • Activities can be edited at any time.

  • Available views:

    • List view: For detailed information.

    • Kanban view: For a visual representation.

  • Change phases: Move items between phases via drag & drop.


⚠️ Minimum requirements for creation
The following required fields must be completed:

  • Title: Unique name.

  • 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

  • Visual control: Use labels and status indicators for better clarity.

  • 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.