Once you have created your first process, you can proceed to the additional settings. They will allow you to track the current status of the business process and its progress.
For example, for the “Order Handling” business process, you can see how many orders are currently processed, at what stage each of them is, and whether there are overdue tasks for orders.
Step 1. Create status
Start by setting the order statuses, for example, “In progress”, “Approved”, “Sent to the customer”, “Completed”.
To do this, on the orders page, click the gear icon next to the name and select Business Processes.
Go to the process designer on the Status tab.
Check the box next to Add the Status field, and then enter the status names. Do not forget to indicate the final status.
Step 2. Add statuses to the process
Return to the process diagram. On the toolbar on the right, select the System Elements tab, and then drag the Manage Status element onto the process diagram.
Place the element on the diagram where the order should change its status.
Go to the status settings window. To do this double-click on the item in the diagram. Choose an appropriate status for each stage.
Save and publish the process. Now the status of the order will change automatically. Depending on the process stage, the order will acquire one or another status.
Step 3. Set up Kanban view
In QuickBPM, the kanban board is a tool for monitoring business processes. While the process is being executed, the order automatically moves through the workflow and demonstrate the progress.
Go to the Orders page. After you have added statuses to the process, all orders are displayed on the kanban board.
Each column of the kanban board corresponds to a specific order status. The columns representing final statuses have a different background color.
The items on the board can be expanded to view current tasks. To do this, click on the gear icon in the upper right corner and select the Board settings in the menu. In the window that opens, check the Show tasks and Expand checkbox.
Once it's done, the kanban board will look as follows:
If the tasks in the business process have deadlines, but the employee did not finish the work on time, then a red dot will appear on the board item and the task name will be highlighted in red. Thus, you can immediately see how many tasks are overdue.
Read how to configure these settings and monitor the schedule compliance in the next article.