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Tracking and analyzing the end of processes

Charlie Troccaz avatar
Written by Charlie Troccaz
Updated over 3 months ago

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.


Setting the end of a process

Administration > Global Settings > Actions/States tab

Identifying 'states' for the end of a process

The mceclip0.png 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

Cre_ation_d_une_fin_de_process.png

Good to know

You can update the end of a process at any time by using the Archive option.


Setting the end of a process on a card

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.

Fin_de_process.gif


Tracking and analyzing the end of a process

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

Capture_d_e_cran_2022-10-12_a__16.43.58.png

CRM module

mceclip0.png

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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