Get started with Business Process Manager

BPM allows you to convert processes into structured Templates and control the performance of team members. So, BPM is a great tool to build business procedures and run them every time you need it.

For example, every company has onboarding procedures. When a new recruit has a strategy for where to go and what to do, things may flow quite well. You can start the onboarding process unlimited times. And it always will be the same for each employee. In this way, you exactly know that all-important steps are taken.

With such features as Form Logic, Conditional Step, Approvals, Scheduling, Step blocker, and Due Date built into your processes, you will be able to set up really dynamic workflows.

Key points to effectively utilize Business Process Manager:

1. Create New process templates

To start work, click the Template and +New Template buttons.

In the template, you can construct Groups, Steps, and Approvals.

Each step is a separate Jira issue with a customized Form. For each form in step, such a list of fields is available:

• multi-choice

• radio button

• dropdown

• checkbox

• date, date and time

• embed, URL, number

• attachment

• text field, area;

• header, paragraph
  
  Use the drag-and-drop menu for creating a Template of processes in a few minutes.

2. Start a process

View a list of All Templates created before.

When you turn on one of them by clicking the Start button, the issues for each step will be generated. The add-on will create one project for all your Jira issues

3. Monitor progress

Select the Processes tab to view all Active and Completed processes. Also, you can view the one assigned to you. Filter Templates by the name, assignees or keywords.

Add-on has built-in free Templates and based on them you can get acquainted with how workflows should be created and go.