Create a process template

1. Open ☰ → Settings → Processes.
2. Select a group or create a new one with next to .
3. Click to the right of the group, enter a name and click Save.
4. In the General section, select the modules from which the process will be started (Clients, Engagements).
5. In the Tasks section, click New task and enter a title and description.
6. For a group of tasks, select Group task and add the subtasks with next to it.
7. In the Advanced section of each task, set who it is assigned to and its deadlines.
8. Optionally attach templates in the Files section and add instructions in Help.

See Process library, Process details, Task deadlines and dependencies.