Lesson 12: Assign a Process Owner

Lesson 12 explores a critical feature for process governance: the Process Owner. Assigning an owner creates a quality control gate, requiring mandatory approval before a process’s documentation goes live on the collaborative portal. This ensures only validated, high-quality information is shared.  

Lesson 10: Archive a Process

This video covers a crucial aspect of process lifecycle management: Archiving. Learn how to safely manage outdated or inactive workflows without permanently losing them, which is a key best practice for maintaining a clean and organized HEFLO environment.

Lesson 6: Add Extra Fields

Lesson 6 explores one of HEFLO’s most powerful documentation features: Custom Forms. These dynamic forms allow you to capture specific, structured data about your process or individual tasks, enriching documentation and improving communication across your team.

Lesson 4: Attach Documents

In this fourth lesson of the HEFLO onboarding series, we show you how to enrich your BPMN 2.0 processes by adding essential attachments. Attaching files directly to your diagrams ensures that users have immediate access to necessary documents, templates, and resources at the precise point they are needed.