In order to track and analyse your processes, you can clarify the reason for the end of a process on a few types of cards.
Contents
Administration > Global Settings > Actions/States tab
Identifying 'states' for the end of a process
The icon appears at the end of a line of a 'state'. This is where you can create labels for the end of a process.
Creating the end of a process
Good to know:
You can update the end of a process at any time by using the Archive option.
When the end of a process is assigned to a 'state' of a card, a pop-up appears in order for you to select the reason for the end of a process and also add a comment if you wish for more details.
Tracking the end of a process
On the relevant modules, you'll be able to see the reason for the end of a contract, and for some modules, you shall be able to see comments as well.
Some examples:
Candidate module
CRM module
Analyzing the end of a process
On each module where the end of a process can be set, we added two columns that will allow you to extract the related motives and comments.
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