Getting Started / Tracking process progress

Tracking process progress

Once you have created your first process, you can proceed to the additional settings. They will allow you to track the current status of the business process and its progress.

For example, for the “Order processing” business process you can check how many orders are currently processed, at what stage each of them is, and whether there are overdue tasks for orders.

Step 1. Create status

Start by setting the order statuses, for example, «In progress», «Approved», «Sent to the customer», «Completed».

To do this, click the gear icon near the name of the app on the orders page and select the Business processes option.

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Go to the process designer and click the Statuses tab.

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Check the Add Status field box, then enter the status names. Do not forget to indicate the final status.

 

Step 2. Adding statuses to the process

Return to the process diagram. Drag the Manage status element on the diagram where the order should change its status.

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Go to the status settings window. To do this, click the gear icon to its left. Choose an appropriate status for each stage.

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Save and publish the process. Now the status of the order changes automatically. Depending on the process stage, the order acquires one or another status.

Step 3. Setting up Kanban view

In QuickBPM, the kanban board is a tool for monitoring business processes. While the process is being executed, the order automatically moves through the workflow and demonstrates the progress.

Go to the Orders page. After you have added statuses to the process, all orders are displayed on the kanban board.

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Each column of the board corresponds with a specific order status. The columns representing the final status have a different background color.

Cards on this board can be expanded to view current tasks. To do this, click the gear icon in the upper right corner and select the Board setting in the menu. In the pop-up window, check the Show tasks and Expand item boxes.

The screenshot below shows the configured kanban board:

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If the tasks in the business processes have deadlines that have not been met, then a red dot appears on the board item and the task name is highlighted in red. Thus, you can immediately see how many tasks are overdue.