Adding a Process Event

Process Events are set up on the process and are driven by due dates within the process.

On the Processes page, click on the name of the process to open.

At the top of the page, to the right of the process name, click the Action Menu. 

Click Edit. 

There are two types of Process Events available here:

• Send an Email
• Set a Milestone

Once done, click on

 

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