Process Owners are the primary assignees and administrators responsible for a Process.

Who gets to be a Process Owner?

Any Member of your team can be a Process Owner.

There are two ways to specify who will be the Process Owner for a Process:

  • If Process Template does not specify a Process Owner by name, then the Member of your team who starts that process from the Template will become its Owner.

  • When authoring a Process Template, you may also add one or more team Members to be the default Process Owners.

What can Process Owners do?

  • Any Task not specifically assigned to anyone else becomes assigned to the Process Owners to either complete, or assign to someone else.

  • If a Process needs to be changed, Process Owners may pause and edit the process, then resume it after changes have been made.

  • If a Process needs to be pause, Process Owners may edit the process and leave it in the "Paused for Editing" state until they want to resume it later.

  • If a Task needs to be reassigned, a Process Owner can do it.

  • If a Due Date needs to be changed, a Process Owner can do that.

  • If a completed Task needs to be Reopened, a Process Owner or the Task Assignee may do that.

  • If a Task needs to be completed on behalf of the Task Assignee, the Process Owner may do that.

  • If a Process needs to be Stopped before its completion, a Process Owner may do that.

  • If a completed or stopped process needs to be reopened and resume, a Process Owner may do that by editing the Process, and resuming it with at least 1 not yet completed task in it.

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