{"id":7435,"date":"2022-11-13T08:00:14","date_gmt":"2022-11-13T08:00:14","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/getting-started-optimize-your-processes-2\/"},"modified":"2024-03-05T19:12:27","modified_gmt":"2024-03-05T19:12:27","slug":"getting-started-optimize-your-processes","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/getting-started-optimize-your-processes\/","title":{"rendered":"Optimize Your Processes"},"content":{"rendered":"<h2><img decoding=\"async\" class=\"alignnone size-full wp-image-6355\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/3-COLLABORATE-The-5-Stages-of-Process-Building.png\" alt=\"\" width=\"100%\" \/><\/h2>\n<p>In this lesson, we&#8217;re going to introduce you to not one, but three awesome features &#8211; Dynamic Due Dates, Stop Tasks &amp; Conditional Logic. We&#8217;re going to cover:<\/p>\n<ul>\n<li><strong>W<\/strong><strong>hat <\/strong>these features do and <strong>how<\/strong> they can benefit your processes<\/li>\n<li><strong>Why<\/strong> using these features can super-charge your workflows<\/li>\n<li><strong>How<\/strong> to get started using these features<\/li>\n<li>What&#8217;s\u00a0<strong>possible\u00a0<\/strong>when you start using one, two or all three of them<\/li>\n<\/ul>\n<p><span style=\"color: #fa5e74;\"><em><strong>Estimated time for this lesson ~ 15 minutes per feature<\/strong><\/em><\/span><\/p>\n<p>This lesson is part of our onboarding program. Find out more about what you&#8217;ll learn from the program when you&#8217;re <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\">getting started<\/a>.<\/p>\n<p><em><strong>The steps below outline how to add these features from scratch, but there&#8217;s a quicker way! Discover how <a href=\"https:\/\/www.process.st\/help\/docs\/process-ai\/\">Process AI<\/a> can generate extra details in your workflows with just a few clicks.<\/strong><\/em><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h3>What are\u00a0these features and why use them?<\/h3>\n<p><em><strong>Dynamic Due Dates<\/strong><\/em><\/p>\n<p>There are a few different ways to set stand-alone\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\">due dates on tasks<\/a>, on whole workflow runs or in <a href=\"https:\/\/www.process.st\/help\/docs\/scheduled-checklists\/\">scheduled workflow runs,<\/a>\u00a0however, <em>these<\/em> due dates as their name suggests are.. dynamic! You can use <a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\">Dynamic Due Dates<\/a> to be based on other parts of your workflow run, like dates from <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">form fields<\/a>, the date the workflow run was started, or from other tasks within the workflow run. So if you have tasks that are interlinked with the start or completion of another task, you&#8217;ll want to consider using this feature.<\/p>\n<p>Say you&#8217;re <a href=\"https:\/\/www.process.st\/new-employee-onboarding-process\/\">hiring a new team member<\/a> and you want to follow up on their offer letter to check that they have responded. You can set the date that the offer was sent out on one task, and then set a dynamic due date on the follow-up task, to be due one week after the date the offer was sent out. Streamlined processes, great!<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-10524\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/DDD-bulk-set-dates.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p><em><strong>Stop Tasks<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\">Stop Tasks<\/a> can perform a number of different functions which will help optimize your processes. They allow you to add a pause to your workflow, to enforce the order that tasks are completed in, to manage when <a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\">notifications<\/a> get sent to someone <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\">assigned to a task<\/a>, or to add a review or approval stage (which is great, but you may want to start using our <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\">Approvals<\/a> feature which was designed specifically for this!) Use stops in any or all of the ways described, to enable your workflow runs to behave in a way that suits your specific business model.<\/p>\n<p>If you have a process that needs completing in a set order, you can multi-select tasks and add stops to all the tasks, thereby enforcing the order that the workflow run is completed in. No more missing out or skipping tasks before a workflow run is completed! Winner.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/n5gIPONOF5s\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><em><strong>Conditional Logic<\/strong><\/em><\/p>\n<p>Many businesses operate with complex, branching workflows which can be built into your <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\">workflows<\/a> with\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>. This is\u00a0a powerful feature that works on &#8220;<em>if this, then that<\/em>&#8221; logic and allows you to show or hide tasks (or content within those tasks) depending on the selection you make in your <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-the-difference-between-templates-and-checklists\/\">workflow runs<\/a>. As a result, your processes become more dynamic and responsive to the choices you make.<\/p>\n<p>Say that your customers have a choice of products A, B or C. You can add a drop-down <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">form field<\/a> into your workflow so that when the selection of product is made in your workflow run, only the tasks that are relative to that specific product are shown. Neat huh? Clever workflow runs!<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/7QqgsNkGWJE\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<hr \/>\n<h3><\/h3>\n<h3>Adding these features step by step<\/h3>\n<p>When adding any new feature new to your processes, you&#8217;ll first need to start in your workflow editor. Click the three dots next to your chosen workflow&#8217;s name (or click its name) then click &#8220;<strong>Edit<\/strong>&#8221; in the right-hand menu:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-10409\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/edit-workflow.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can find out how to add each of these features into your workflows from the links below.<\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\">Dynamic Due Dates<\/a>\u00a0 |\u00a0\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\">Stop Tasks<\/a>\u00a0 |\u00a0\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic\u00a0<\/a><\/p>\n<p><strong>Pro Tips:<\/strong><\/p>\n<ul>\n<li>Adding <strong>date form fields<\/strong> to your workflow runs increases the number of dynamic due date options you have<\/li>\n<li><span style=\"font-weight: 400;\"><strong>Multi-select<\/strong> lots of tasks to add stops to your tasks in one go, instead of one-by-one<\/span><\/li>\n<li>Once you&#8217;ve created conditional logic rules, you can <strong>drag and drop<\/strong> them into the correct order. Remember, rules at the bottom take precedence over those above<\/li>\n<\/ul>\n<hr \/>\n<h3><\/h3>\n<h3>Any questions?<\/h3>\n<p>Reach out to our <a href=\"https:\/\/www.process.st\/help\/docs\/support\/\">Process Pros Team<\/a> if you get stuck or need help setting up any of these features.<\/p>\n<hr \/>\n<h3><\/h3>\n<h3>What is possible when you start using\u00a0these features<\/h3>\n<p>Your workflow runs get superpowers! OK well maybe that was a little bit dramatic, but they definitely get a lot smarter and more dynamic.<\/p>\n<p><em><strong>Dynamic Due Dates<\/strong><\/em><\/p>\n<p>Using dynamic due dates saves you from having to manually add due dates to tasks once a workflow has been run. They also allow you to inter-link tasks based on when each one needs to be completed. Result = heaps of time saved and your processes become more dynamic. (The clue was in the name!)<\/p>\n<p><em><strong>Stop Tasks\u00a0<\/strong><\/em><\/p>\n<p>Stop tasks are multi-functional and allow you to control what happens in an active workflow run. They can create a pause in the process, enforce the order that the tasks are completed in and also pause notifications sent to task assignees.\u00a0Result = you and your team work smarter, not harder.<\/p>\n<p><em><strong>Conditional Logic<\/strong><\/em><\/p>\n<p>Using conditional logic saves you from having to create multiple workflows for different parts of your workflow and linking them all together after the fact. Conditional logic allows you to have one large process that does it all! Result = beautiful, branching workflows!<\/p>\n<hr \/>\n<h4><\/h4>\n<h4>Case Study<\/h4>\n<p>One of our customers <a href=\"https:\/\/www.process.st\/case-study-denalitek\/\">DenaliTEK,<\/a> uses <a href=\"https:\/\/app.process.st\/\">Process Street<\/a> workflow runs for <a href=\"https:\/\/www.process.st\/client-onboarding-process\/\">client<\/a> and <a href=\"https:\/\/www.process.st\/new-employee-onboarding-process\/\">employee onboarding<\/a> (and many more of their operations). These two processes rely on some or all of the features mentioned above, to ensure that the right tasks are handled at the right time&#8230; and they love it!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium jetpack-lazy-image jetpack-lazy-image--handled\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/quotes.png\" width=\"30\" height=\"25\" data-lazy-loaded=\"1\" \/><\/p>\n<p style=\"text-align: center;\">\u201cI found out how fabulous Process Street was\u201d<\/p>\n<p><img decoding=\"async\" class=\"aligncenter jetpack-lazy-image jetpack-lazy-image--handled\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Lisa-Clark.png\" alt=\"Lisa Clark, Controller at DenaliTEK\" width=\"50%\" data-lazy-loaded=\"1\" \/><\/p>\n<hr \/>\n<h3><\/h3>\n<h3 id=\"lets-put-this-into-practice\">Let\u2019s put what you&#8217;ve learned into practice\u2026<\/h3>\n<ul>\n<li>Find a workflow you&#8217;d like to add some or all of these features to<\/li>\n<li>Open the <a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\">workflow editor<\/a><\/li>\n<li>Start building in those features<\/li>\n<li>When you&#8217;re finished, save the changes to your workflow<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\">Run a workflow\u00a0<\/a>to make sure it&#8217;s working the way you&#8217;d like it to<\/li>\n<\/ul>\n<h3>One action to take now<\/h3>\n<p>Set some time aside and start adding those new features! Take a look through all the workflows you have built out so far and identify where you can start adding any dynamic due dates, stop tasks, or conditional logic. Now it&#8217;s time to optimize&#8230;..<\/p>\n<hr \/>\n<h3><\/h3>\n<h3 id=\"helpful-resources-for-you\">Helpful resources<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/dynamic-due-dates\/\">7 Ways to Use Dynamic Due Dates For Enhanced Process Flexibility<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/stop-tasks\/\">6 Ways to Use Stop Tasks to Improve Your Team\u2019s Workflow<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/conditional-logic\/\">How to Use Conditional Logic: 8 Ways to Simplify Complex Processes<\/a><\/li>\n<li>Browse our ready-made workflow\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/template-gallery\/\">template gallery<\/a><\/li>\n<li>Watch our webinar on\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=12-njGvVKzY&amp;t=262s\">Conditional Logic<\/a><\/li>\n<\/ul>\n<hr \/>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-start-collaborating\/\"><strong><span style=\"color: #fa5e74;\"><em>Next Lesson: Start Collaborating &gt;<\/em><\/span><\/strong><\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-the-send-email-widget\/\"><span style=\"color: #fa5e74;\"><em>&lt; Previous lesson: Using he Send Email Widget)<\/em><\/span><\/a><\/p>\n<p><span style=\"color: #fa5e74;\"><a style=\"color: #fa5e74;\" href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\"><em>&lt; Back to the Getting Started home page<\/em><\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this lesson, we&#8217;re going to introduce you to not one, but three awesome features &#8211; Dynamic Due Dates, Stop Tasks &amp; Conditional Logic. We&#8217;re going to cover: What these features do and how they can benefit your processes Why using these features can super-charge your workflows How to get started using these features What&#8217;s\u00a0possible\u00a0when [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[166],"ht_kb_tag":[250,378,379],"class_list":["post-7435","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-getting-started","ht_kb_tag-getting-started","ht_kb_tag-onboarding","ht_kb_tag-training"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7435","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/11"}],"version-history":[{"count":6,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7435\/revisions"}],"predecessor-version":[{"id":9025,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7435\/revisions\/9025"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=7435"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=7435"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=7435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}