Start a Process (Self-Serve)
Some processes are meant to be started by anyone — like requesting onboarding for a new hire. When an admin or manager opens a process to the team, members and managers can launch it themselves with just a title. No need to know the steps or who does what.
Where to Find It
Go to Tasks → Start a Process.
Starting a Process
- Browse the available processes (switch between Tenant and Department scope)
- Enter a title for your run (e.g. "ABC Company Onboarding")
- Click Start, then Confirm
Starting a process can't be undone — tasks are created and assigned to the relevant people right away.
Who the Tasks Go To
Each process shows a This process will route to preview, so you know who will get the work before you start — for example:
- You (whoever starts it)
- Your department manager
- The General Manager
If something can't be resolved (like a missing department manager), you'll see a hint so you can sort it out first.
Your Recent Starts
The tab keeps a short history of the processes you've recently started, with the date and title.
For Admins & Managers
You make a process self-serve from the launch panel when running a blueprint — set a default title, choose who it's visible to (the whole organization or a single department), and turn on "Let members/managers start this." See Running Blueprints.
Tips
- Give a clear title — it's how you'll recognize your run in the process list
- Check the routing preview before starting so the work lands with the right people
- Track progress in Blueprints → Processes (managers) or via the tasks you receive