Starting a Collaboration Process

Users with the Collaboration Process Launcher role in the applicable organizational units can start published collaboration processes.

To start a process:

1. Click on the side navigation bar, and select Start Process.

   The Launch Collaboration Process dialog opens.

2. Select the process you want to start.
3. Type the name for the launch in the Launch Name field.

   The launch name will identify the launch in the Launch Monitor.

4. Optionally, type a description in the Description field.
5. Click Select to select the organizational units for this launch.

   The launch will use content, approvals, and recipients specific for each organizational unit.

6. In the Number of days before due date, user to be reminded, specify a number of days.

   This specifies when the user will receive an email reminder about the task. For example, if the task expires on December 25th, the user will receive a reminder on December 23rd.

7. Select or type values for each element.
8. Click Start.

   A confirmation message opens.

9. Click Yes.

   The process starts.

Assigned tasks will appear in the workspaces of all participating users in the selected organizational units.

Users with the Collaboration Process Designer and Collaboration Process Launcher roles can monitor the process in the Process Monitor.

Learn more

• Collaboration Process--Overview
• Designing Collaboration Processes