Defining a sub process

  1. Select Close Setup > Manage Process.
  2. On the Manage Process tab, select a process or sub process and click the Add Sub Process button.
  3. Use the following guidelines to specify field values. The default information will be filled in based on the parent process but you can still edit the field values.
    Process Name

    Specify a name for the sub process.


    Select the team that owns the sub process.

    Process Owner

    Select the person from the designated team to own the sub process.


    Select the company used for the sub process.

    Default Calendar

    Select the default calendar for the sub process.

    Default Period Group

    Select the default period group for the sub process.

    Schedule Tasks For Work Days Only

    Select this checkbox to allow tasks to be assigned only on work days according to the designated calendar.


    Select the priority for the sub process: Low, Medium, or High.


    Select the risk for the sub process: Low, Medium, or High.

  4. Click OK.