Business Process Mapping Integration in Dash SaaS

Introduction

The Business Process Mapping system helps you create and manage visual flowcharts that document your business processes and workflows. This system allows you to map out step-by-step procedures for different business activities and connect them to specific projects, tasks, leads, deals, properties, or contracts. With this tool, you can standardize your business operations, improve team communication, and ensure consistent execution of important processes across your organization.

How to Install the Add-On?

To Set Up the Business Process Mapping Add-On, you can follow this link: Setup Add-On

How to Use The Business Process Mapping Add-On?

• To create a new business mapping, click the “Create” button at the top of the business mapping page. Enter the title that clearly identifies your business process.
• Add a description that explains what this process covers and its purpose. In the Related To field, choose the model that this mapping connects to by selecting from Project, Task, Lead, Deal, Property, Contract, or Other for custom options. After filling in these details, click “Save” to create your business mapping.
• The list page shows Search, Export, and Add at the top for easy management. The table displays columns for No showing sequential numbering, Title displaying the process name, Description showing the process details, Related showing the name of the connected item, and Related To indicating the type such as Project or Task.
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• In the Actions column, you can click “Add Email” to specify the Subject, Email To, and Content for the email. You can modify the content if needed before clicking “Send” to attach the email notification or add participants to the process.Click the Preview button to view the visual flowchart of the process and see how the steps flow together.
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• Click the Edit button to modify the flowchart steps or change the structure of your process. Click the Copy button to view the flowchart and duplicate it for similar processes. You can also click Edit to modify the basic information like title and description, or Delete to remove the business mapping from your system.
• When the Business Process Mapping Add-Ons is enabled, a “Business Mapping” button will appear in the Project, Task, Lead, Deal, Property, and Contract.
• When you click this button from any of these Add-Ons, it will open and display only the Business Process Mapping records that are related to that specific item, making it easy to see all processes connected to your current project, task, or other business item.
• Project
• Task
• Lead
• Deal
• Property
• Contract
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