Business Process Manager Home

Welcome to the Business Process Manager!

Here you can find the official documentation about the Business Process Manager Add-on.

There are lots of processes in each company. Moreover, everything that happens in the world is a process. The more routine the process is (the more often it repeats), the more it needs automation. The automation of processes leads to positive results in the company’s work:

• Reducing workload;

• No need to perform the work inside the particular process a few times, redo (edit) documentation, or make changes on the go;

• Identifying process bottlenecks and their reasons easily.

Key Features:

• Collect and manage all organization activities in one place;

• Standardize your typical business processes;

• Reduce time for routine tasks;

• Get transparent monitoring of the business process performance.

Content

• Get started with Business Process Manager

• Process Template entities overview

• Steps settings

  • Form Builder - Form elements & Content elements

  • Assignee

  • Conditional Logic (when\then)

  • Due Date

  • Submission action

  • Blocker

  • Prefill Jira and Custom fields

• Approval settings

• Run Form as Quiz

• Template Grid

  • Creation of Process Template

  • Schedule a process

  • Template URLs

  • Template Restrictions

  • Manual Process Start and Pre-assignment Management

  • Delete template

• Monitor Process progress

• Audit logs

• Processes use cases

  • How to set up a process using BPM?

  • How to create a Checklist in the form?

  • How to standardize the process of Employee background check?

  • How to use Template Start URL with Jira Automation?

  • How to start the Process based on the HubSpot deal stage change using Zapier?

  • How to automate the onboarding process in Jira?

  • Streamlining issue creation from external users and workflow automation: Integration Guide for Business Process Manager, Smart Jira Forms, and Jira Automation

  • Efficient Business Day-Based Due Date Calculation using Jira Automation and Business Process Manager

• BPM: Q&A

  • Ways to install Business Process Manager

  • Why system requires a Business-type project

  • Add-on can't work correctly

• Support of Business Process Manager

Example of the process - Employee Onboarding Checklist

Open