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Running Blueprints

Once a blueprint is published, you can launch it to start an automated process.

Ways to Launch​

  • From the editor — click Start in the toolbar (enabled after publishing)
  • From a template card — click the green play button
  • From chat — ask the AI (e.g. "Start the employee onboarding process for John"); it shows a confirmation card you must Approve

The Launch Panel​

When you launch, a panel opens with two tabs: New Start and Running.

On New Start you set:

  • Process Title (required) and an optional description
  • Assign Users to Steps — pick who does each task step. Steps with a dynamic assignee show an Auto: tag (the starter, their manager, or an executive) instead of a picker
  • Optionally save the assignments as a template so they're pre-filled next time

Then click Start Process. You can't start until the title is set and all task steps are assigned.

Opening a Process to Your Team (Self-Serve)​

From the launch panel you can open a process to the team, so members and managers can start it themselves with just a title. See Start a Process.

What Happens After Launch​

  1. A process instance is created
  2. Tasks for the first step(s) are created and assigned
  3. Assigned people get notifications
  4. As each step completes, the next step triggers automatically
  5. The process continues until it reaches End

Tracking Progress​

Go to Blueprints → Processes to see running and finished instances. You can filter by status (All, Running, Pending, Completed, Failed, Cancelled) and search by title, ID, or blueprint.

Each instance shows who started it, its status, an Active step, and a progress bar. Open an instance to see a step-by-step timeline with counts of Done / Active / Pending / Skipped and total elapsed time. Click a step to open its task.

info

For Race and Approval Gate steps, opening the step shows a candidate picker — each person's task, with a trophy marking the winner of a race.

Cancelling​

To stop a process, open it (or use the Cancel link on its row) and confirm. Cancelling stops all pending steps; tasks already completed remain.

Deadlines​

Steps can carry a Time Limit, and Timer / Approval Gate steps have a Timeout. These keep a process moving so steps don't stall. You'll see time limits on the created tasks.

Tips​

  • Check the assignments before starting — make sure the right people are on each step
  • Monitor the Processes tab for stuck steps
  • Use chat for quick launches — it's often faster than opening the editor