Set up a process

A process belongs to a card type and runs on that type’s cards and its sub-types’ cards. Workspace owners and maintainers create and edit processes in Processes › Process setup. You can also reach a type’s processes from its Processes section in Settings › Types.

Creating a Release sign-off process: two states, the start transition and an approval request.

Create a process

1. Open Processes and click Process setup in the navigator. Every card type is listed with its processes. Type in the search field to find a type.

2. Click + on the type’s row (New process). A process called New process is created and its editor opens.

   

3. Click the name at the top and type the process’s name. Press Enter to save it.

Add states

States are the stages a card goes through. Lumen’s Feature launch process has four: Spec, Approval, In development and Shipped.

1. In the States card, click Add state. A row called New state appears, ready for its name.
2. Type the state’s name and press Enter.
3. Repeat for each state. Use the buttons on a state’s row to move it up or down, or to delete it. Deleting a state also deletes the transitions to and from it.

Add transitions

A transition moves a card from one state to another when its trigger happens. The first transition starts the process, so its From is empty (shown as ∅ or Start) and its trigger is always On execution start.

1. In the Transitions card, click Add transition.
2. Pick From and To. For the first transition, only pick To.
3. Pick a Trigger and fill in what it needs. For example, When action item done asks which action item.
4. Click Create.

A card can have more than one way out of a state. In Lumen’s process, Approval leads to In development when the approval is approved, and back to Spec when it’s rejected.

Click a transition to open it and add its actions. See Triggers and actions.

Process settings

Click the settings button in the editor’s header to open Process.

• Parallel execution forbidden: a card can run only one copy of this process at a time.
• Start automatically: the process starts on every new card of the type.
• Automation only: only other processes can start it, not people. It isn’t offered in Run process.

The editor’s header also has Export, Data, Run process, Running processes and Delete. Deleting a process asks you to confirm and removes its states and transitions.

Tip

On wide screens the list on the left of the editor shows every state and transition. Click one to jump to it.