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Discover how to efficiently run meeting processes using ProcessMaker. This guide will take you through the steps of logging in to your CP, starting a meeting process, creating agendas with Google Docs, and assigning tasks. Learn to navigate the ProcessMaker interface by creating new cases, selecting participants, and managing tasks in real-time. Enhance your collaboration experience and ensure a smooth meeting workflow with this comprehensive overview.
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Enterprise COllaboration & INteroperability Running Meeting Process ProcessMaker models at CP
Log in to CP • http://demos.txt.it:8056/web/poyry/poyry-collaborative-tools • Enteryour CP credentials
Log in to ProcessMaker Enter your ProcessMaker credentials.
Run model (start case) From ”Cases” tab, click new case + symbol.
Start meeting process Select ”Meeting Process” model and click ”Start” button.
Run first task Create agenda f.e. with GoogleDocs and fill in agenda name and link to it. Finish by clicking ”Continue” button.
Assign next task ProcessMaker asks who will perform next task ”Selection of participants”. Select yourself and click ”Continue” button.
Go to next task ProcessMaker task list shows open tasks, click ”Open” link to go to next task.
Continue meeting process • Rest of the tasks go same way
Browse meeting processes In start case phase, select ”Meeting Process Browser” model and click ”Start” button.
