Create Your First BPMN 2.0 Process Diagram In this lesson, we dive straight into the HEFLO Process Editor to create your very first BPMN 2.0 process diagram from scratch. Learning how to structure your workflows is the foundation of effective process management.
Get Started: Onboarding
Introduction to the Platform & Main Features This first lesson is your comprehensive guide to navigating the HEFLO platform, exploring its main features, and understanding how to start your process management journey. Whether you’re a process modeler, a collaborator, or an environment administrator, this video will show you how to […]
Customize automatic emails
You can customize the automated emails sent by HEFLO with your organization’s name. This includes, for example: user invitation emails, password recovery emails, default deadline alerts, status update notifications sent to requesters regarding the progress of their request. To enable this feature, go to your environment management settings and enter […]
Custom information for processes and tasks
You can add customized information for your processes and their tasks through forms, and display this information in the documentation available in the collaborative portal as well as in the documentation exported in PDF format. Follow these steps to configure these forms: Go to the process editor. Click on the […]
Export a process book
You can export the documentation of multiple processes into a single PDF document. Follow these steps to export a process book: Go to the process editor. Access the “Actions” tab and click on “Download Documentation.” Click on “Book.” Choose or create the documentation template. To learn more about creating documentation […]
Glossary
You can create a glossary to find the definitions of key terms for your organization in the documentation published on the collaborative portal and in the documentation exported as PDF. Follow these steps to create and update the glossary associated with your environment: Go to the process editor. Click on […]
Create a documentation template
Follow these steps to create and modify your custom templates: Go to the Process editor Access “Diagrams” Click on the “Visualization Mode” button, then select the “Diagrams” option. Open the “Documentation Templates” Tab Go to the “Documentation Templates” tab where you will find all the existing templates in your environment. […]
Restrict access to work items
Academic program
HEFLO offers an academic program designed to help students master BPMN 2.0 notation. The academic program is a partnership proposal between the HEFLO platform and your educational institution. Through this program, we offer students free access to our BPM and modeling courses. In return, the educational institution agrees to help […]