The body of a process is made up of activities, structured into tasks and supported by notes. This is where you outline what a process actually involves.

VIDEO 03 Capture Process & Procedure Details.mp4

Process Writing Tips

Activities

Activities are the major steps in any process. Ideally, the content here will start with a verb because it’s describing an action to perform.

To add an activity, select the [Add Activity] button. To edit an existing activity, select the pencil icon on the right-hand side or click the activity title. Hitting enter will apply your changes and create a task within the activity. Use [control + enter] to type on a new line within the activity text.

For simultaneous steps in a process, you can use the ‘cog’ button to make an activity parallel with an adjoining activity. You can also use this button to convert an activity into a task, adding it to the previous activity as an action step.

Assigning an activity to a role will set the ‘swimlane’ that the step displays in on the map view, and connect the process to any users assigned to that role.

You can convert an activity to a task within the previous activity with the cog icon on the right. Click the button and select [Task]. Similarly, tasks can be converted to standalone activities using the same button, but selecting [Activity]

Roles

Parallel Processes and Activities

Process Writing Tips

Tasks

Tasks explain how to complete the actions required by an activity. They’re the step-by-step instructions to follow. The best tasks also start with a verb to emphasise the action required.

To add a task, hit enter when you have finished entering text in an activity, or select the [Add Task] button. To edit an existing task, select the pencil icon on the right-hand side or click the task label. Hitting enter will apply your changes and create another task in the sequence. If you want to add a line-break (carriage return) instead, use [control + enter.]

Tasks can be converted to standalone activities by clicking the cog icon on the right and selecting [Activity]. Similarly, activities can be changed to tasks (under the previous activity) by using the cog and selecting [Task].

Process Writing Tips

Notes

Notes give more information on a task or activity, and highlight exceptions or minor variations where they exist. A note is usually written in a question-and-answer format. For example:

Note: What if there are no coffee beans in the grinder?

Coffee beans are kept in the cupboard under the coffee machine.

Process Writing Tips