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Convert an Activity to a Process

Converting an activity to quickly create a process.

James Ross avatar
Written by James Ross
Updated over a year ago

As a stakeholder, you can convert an activity to a process. You may have created an activity and then realise that it should have been a process as there is too much detail in that one activity.

You must be an administrator or have the create process permission.

Convert an activity to a process

  • From the diagram content menu, select the actions icon --> Convert to Process, or

  • From the activity actions menu, select Convert to Process

What happens when an activity is converted to a process

  • The process name is the same as the activity that was converted

  • The process owner and process group is the same as the original process

  • The process author is the person who performs the conversion

  • All the activity tasks are converted to activities within the new process

  • Any attachments and notes become process level attachments and can be found under objectives

  • The new process is automatically linked as a process link where the original activity was

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