Processes are structured checklists based on a process template. They guide staff through a standard workflow — such as onboarding a new client — by breaking the work into task groups and individual steps.
Start a process on a client record
- Open the client's record.
- Click on the Home tab.
- Click on the Processes sub-tab.
- Click Add a Process.
- In the Choose a Process dropdown, select the process template you want to apply to this client.
- Click Next.
- View the process under Processes: In Progress on the Processes tab. It shows the process name, a progress indicator (for example, 1 / 21 Actions Completed). Click Continue to work through the process tasks.
Work through the process tasks
- On the client's record, go to the Home tab and click the Processes sub-tab.
- Find the process under Processes: In Progress and click Continue.
- The process expands to show the task groups and their individual steps. Work through each step from top to bottom.
- For steps that are linked to a Lumary action, click the action button that appears (for example, Add Assessment) to open the relevant form. Complete the form and save.
- Once a step is complete, use the toggle on the right of the step to mark it as done. The process progress indicator will update automatically.
Important Tasks in a process cannot be pre-assigned to specific team members within the process template. To assign a task to a team member, you could use the Assign Task functionality in the activity feed on the client record. This allows you to nominate a team member against a specific step while the process is in progress.
For information on how to set up a process template, find out more about creating a process template.