Progression Action: Special Process

Customize your progressions to prompt the manager to approve time logged, or to prompt your user creating the project to plan the project, or to invoice a project once it’s completed by adding “Special Process” action to your status change.

This powerful tool is only available for Premium users as part of the Business Progression & Fields.

Using this guide, you can:

• Set up a Special Process action

• Understand Special Process Actions for Sales
• Understand Special Process Actions for Projects
• Understand Special Process Actions for Tickets
• Understand Special Process Actions for Retainers

Special Process Actions

Of all the Progression Actions available, Special Process is the most unique one available. It allows you to link a process for that object, such as approving a ticket, or invoicing for a project, into the progression.

For example, when the project manager changes to "Completion" status, you can prompt the user to review all the time/activities on that job using the Approval process. Built this into the progression by picking the Special Process as highlighted below.

To create a Special Process action:

1. Find the progression you want to add a Special Process action for, and click the + button on the right hand side of that listed progression.
   
    

2. From the drop-down list, select Special Process.
   
    
3. On the following page, select the Special Process Action you wish to use.
   
    
4. Click Save.