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10: Starting Processes Individually and in Bulk

Learn how to start processes individually and in bulk.

Aimee avatar
Written by Aimee
Updated over a week ago

Great job! With this lesson, you've completed the Running Processes Day to Day course!

Where to go from here? Continue with one of the following courses:

Starting Processes Individually, Automatically, and In Bulk

There are three ways to start a process on a property:

  • From a "Create Process" task

  • Manually as a one-off process

  • In bulk from a pipeline page (such as lease renewals or delinquencies)

Create Process Task

When one process ends, it often needs to start another process for that property, owner, or tenant. If the process has been set up with a task to create the next process, it will look like this.

Click the icon on the right of the task.

This will pull up the "Create Process" window, allowing you to set the user roles and due date for the process and save it.

Starting a One-off Process Manually

Sometimes you will need to start a process without any previous process triggering it. (Such as a move out process if the tenant terminates their lease early).

1. To initiate a one-off process manually from the process type page, navigate to the process type you need to trigger. Click the "Start Process" icon on the top right of the page.

2. In the window that appears, start by adding a property to the process. If the process has been set up correctly, the system will then pull in the tenant and owner for this property for you automatically.

4. Then, assign other users to the correct user assignee roles if needed (such as leasing agent or maintenance coordinator), set the due date, and hit save to save the process!

Starting Processes Automatically

Learn more about how the auto starting process rules work here!

Initiating Processes in Bulk

You can also initiate processes in bulk from a pipeline (such as lease renewals or delinquencies).

1. Start by pulling a filter for leases ending during a certain time period or all tenants with delinquent rent (see video above).

2. Then select all the tenants.

3. (If you are starting over 100 processes: click the checkbox at the top of the list to select the first 100 tenants, then click "Update leads" to add a tag to those 100 records. After adding the tag, create the processes for those 100 tenants. Then, filter your list to exclude the tagged tenants (tagged with none), so you can select the next 100 records.)

4. Click the Create Process button that appears in the top right.

5. The system will then prompt you to choose a process type.

6. Then you will be able to set the due date for the process and choose the assignee(s) before saving the process.

Great job! With this video, you've completed the Running Processes Day to Day course!

Where to go from here? Continue with one of the following courses:

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