Process builder in Braineet

The process builder is a whiteboarding for creating your process. A process is composed of steps that contain goals to achieve, and each goal is a form for collecting data on the project. The process can also contain gates which are validation points for your project.

In this documentation we assume that you already know how to create a process and use it on a project and how to create and edit a form.

Add a Step

To add a step, mouse over to the left-hand side of the Step button. Click and drag the step to its location, then enter the step title directly on the right-hand panel that appears.

• Title: Title of the step.
• Maturity tag (optional): read more on Maturity Tags in Braineet.
• Description (optional): Description of the step. It will appear at the top level of the project step.
• Attachments (optional): files or medias of the step. It will appear at the top level of the project step.

This step:

will result like this on the project view:

Add a Gate

To add a gate, mouse over to the left-hand side of the Gate button. Click and drag the gate to its location, then enter the gate title directly on the right-hand panel that appears.

• Title: Title of the gate.
• Description (optional): Description of the gate. It will appear at the top level of the project gate.
• Experts (optional): List of users who will receive a notification when the gate is reached to review previous steps and goals.

This gate:

will result like this on the project view:

Add a new goal

To add a new goal, mouse over to the left-hand side of the New goal button. Click and drag the goal to the step of your choice, then enter the goal title directly on the right-hand panel that appears.

• Title: Title of the goal/objective to achieve.
• Form: Check out the documentation about Form.

This goal form:

Will result as this on the project view:

Reusing a Goal in multiple Steps

To reuse a goal, mouse over to the left-hand side of the goal of your choice. Click and drag the goal to the step of your choice.

Link Steps and Gates

To link steps and gates together, first focus on the step or gate. Then, mouse over to one of the four anchors (top, bottom, left, or right), click and drag the link to another step or gate.

Defining all paths can be helpful in guiding project members. For example, if you have this process:

On the project gate, if you choose to move forward, all paths will be available directly.

Remove a Step, a Gate or a Goal

To remove a step, gate, or goal, focus on it and then click on the Delete button.

Save the process modification

The builder automatically saves your modifications, similar to Google Drive. These modifications will not be applied to the projects until you choose to publish them.

Each save creates a version of the document, allowing you to rollback to a previous version if needed. For more information on the history and versioning of a process in Braineet, please read the documentation about process history.

Publish the process modification

To publish the modified process, click the "Publish" button. This will open a modal that allows you to choose whether or not to impact projects that are currently using this process.

You can choose whether or not to impact projects that are currently using this process. If you choose to impact the project, it means that any project using this process that has not modified the current step will receive your process modification.

If you choose not to impact the project, the process modification will not be applied until the project reaches the next Gate.