Processes

The Procedures module is a complete runbook and structured task management system. It lets you define business processes with hierarchical tasks, dependencies, conditional logic, and visual progress tracking.

Process List

The main page displays all procedures in a table view with the following columns:

Column	Description
Name	Process name with type icon
Type	Category (Deployment, Backup, Maintenance, Security, Onboarding...)
Status	Not Started, In Progress, Completed, Cancelled, On Hold, Blocked
Priority	Low, Medium, High, Critical (colored badge)
Progress	Progress bar with percentage (completed tasks / total)
Access	Access level (Internal, Client) with dropdown
Due Date	Deadline, displayed in red if overdue

Tabs

Three tabs organize the content:

• All Processes — View all individual processes
• Groups — View process groups (Kanban, table, timeline)
• Process Templates — Template library

Filters and Sorting

• Real-time search by name
• Type: filter by process category
• Status: filter by progress state
• Priority: filter by priority level
• Access level: Internal or Client
• Sort: by name, due date, created date, progress, priority, status
• Pagination: 20 items per page

---

Create a Process

The + Create Process button opens a creation form.

Field	Required	Description
Company	Yes	Associated company (e.g., Hero Corp)
Name	Yes	Process name
Description	No	Optional description
Priority	No	Priority: Low, Medium (default), High, Critical
Type	No	Process category (Deployment, Backup, Maintenance, etc.)
Template	No	Base template to pre-fill tasks

tip

Selecting a template automatically pre-fills tasks, sub-tasks, and estimated durations. This is the fastest way to start a new process.

---

Process Detail

Clicking a process opens its detail view with the task list.

The header displays:

• Title of the process (e.g., "Exchange Hybrid to Full Cloud Migration")
• Badges: status (Completed) and priority (Critical)
• Progress bar: completed tasks / total with percentage (e.g., 3/6 tasks, 50%)
• Actions: Copy, Edit buttons and context menu (...)

Task List

Each task displays:

• Checkbox — Mark the task as completed (grayed out and strikethrough when done)
• Title of the task
• Priority badge — High, Critical, Medium, etc.
• Due date — Calendar icon with date
• Assignee — Name of the responsible user
• Context menu (...) — Additional actions
• Drag handle — Six-dot icon for drag-and-drop reordering

Completed tasks appear with a light green background, checked box, and strikethrough text.

+ Add Task Button

The + Add Task button at the top-right of the section allows adding new tasks to the process.

---

Process Groups

Groups let you organize multiple processes under a common theme (e.g., "Onboarding") and offer three visualization modes.

Create a Group

The group creation form contains:

Field	Required	Description
Company	Yes	Associated company
Name	Yes	Group name (e.g., Onboarding)
Description	No	Description of the group purpose
Color	No	Identification color (8 options: purple, indigo, pink, red, orange, green, cyan, blue)

Add Processes to a Group

The Add Processes to Group dialog shows:

• A search bar to filter processes
• The list of available processes with checkboxes
• For each process: name, type, status, and priority badge
• A counter at the bottom (e.g., "5 process(es) selected")
• Cancel and Add to Group buttons

Group Header

Each group displays a header with:

• Group name with icon
• Badges: status (active), access level (Internal), company (Hero Corp)
• Overall progress bar with counter (e.g., 2/5 processes, 40%)
• + Add Process button and context menu (...)

---

Group Views

Three visualization modes are available via icons at the top-right:

Kanban View

The Kanban view organizes processes into columns by status:

Column	Description
Not Started	Processes not yet started
In Progress	Processes currently underway
On Hold	Processes on hold
Blocked	Blocked processes
Completed	Finished processes
Cancelled	Cancelled processes

Each card displays:

• Type icon and name of the process
• Priority and progress percentage
• Access level with dropdown
• Due date
• Drag handle to move between columns
• Each column shows its counter (e.g., "2")

Table View

The table view displays the group's processes in a table with the same columns as the main list (Name, Type, Status, Priority, Progress, Access, Due Date). Overdue dates are displayed in red.

Timeline View

The timeline view displays processes vertically in chronological order:

• Colored dot on the left indicating the state:
  • Red: overdue
  • Green: completed
  • Gray: not started or in progress
• Card with type icon, name, status and priority badges
• Due date on the right with indicator:
  • timeline.overdue — Overdue
  • timeline.days_left — Days remaining
• Progress bar with percentage

---

Process Properties

Property	Description
Name	Bilingual (FR / EN)
Description	Bilingual (FR / EN)
Company	Assigned client
Type	Process category
Priority	Low, Medium, High, Critical
Status	Not Started, In Progress, Completed, Cancelled, On Hold, Blocked
Owner	Assigned user
Due date	Deadline
Access level	Internal or Client
Portal visible	Visibility on the client portal

---

Task System

Each process contains hierarchical tasks (parent-child with sub-tasks).

Task Types

Type	Usage
Standard	Classic task to complete
Checkbox	Simple yes/no validation
Decision	Choose between multiple options
Approval	Requires manager validation
File upload	Document upload required
Signature	Electronic signature required
Note	Information or comment

Task Properties

• Bilingual title (FR / EN)
• Bilingual description
• Individual priority and status
• Estimated vs. actual time (in minutes)
• User assignment
• Individual due date
• Sort order (drag-and-drop reordering)

Advanced Features

• Dependencies — A task can depend on another task's completion
• Conditional logic — Show a task only if another task has a specific value
• Sub-tasks — Unlimited hierarchical nesting

---

Process Templates

Pre-built templates speed up creation:

• System and custom templates
• Pre-defined tasks with sub-tasks
• Task types, estimated durations, default assignments
• Relative delays (days after start)
• Categories and tags

---

Audit Trail

All operations are logged: creation, modification, deletion, status changes — with user and before/after values.