Start a process

For one client or engagement:

1. Right-click the name of the client or engagement and select New process.
2. Find the process (you can filter by name) and click Select.
3. If needed, change the responsible person, the dates or the title of the main task.
4. Click Save. The main task of the process opens.

For several clients or engagements:

1. In the list, select the checkboxes in front of the clients or engagements.
2. Click Selected (x) → New process.
3. Select the process. To select several processes, check Multiple processes.
4. Click Select, check the parameters and click Save.

The list shows only the processes set up for the respective module (Clients or Engagements).

See Starting processes.