Create Process/Program | Daymi Help Center

When you want to create your controls and press the plus sign button on the dashboard, you'll get two options to choose from. Below, you can find a brief description of them.

Which one should you choose?

Choose Program if you want to create a group of controls with different frequencies. This is the old form that lets you mix and match frequencies as you wish.

Choose Process if you are creating a traditional process or controls with the same frequency. We recommend using this type, as it is easier to set up and allows you to better control where it appears on the Dashboard.

Want to know more?

Below is an introduction to each process type with a few examples.

Program

They maintain the same structure and are ideal for creating groups of controls where you have mixed frequencies such as daily, weekly, monthly, quarterly, and yearly controls. Perfect for grouping different type of regulatory controls, where you don't need a full process for every control.

Program can also be used when you have an annual wheel or different things to accomplish during the year.

Details on how to create a Program

Here are the three key steps involved in creating a new Process:

1. Enter the name of your new Main Process and select the team to which the process belongs. If you add multiple teams, the process will appear in the Dashboard for all selected teams.

2. Add your first Subprocess. Creating a new Subprocess requires a bit more information than adding a Main Process. Let’s go through each step.

A. Subprocess name

B. Choose when this should be scheduled. Here is a quick guide to what you need to know 👈🏼

C. Choose Categories/Groups, Owner, Tags, Priority.

D. If you want to ensure that another user reviews and approves a subprocess before it is considered complete, select the approval checkbox.

Choose Duration: This is an estimation of the time it takes to finish the Subprocess. This is used for two purposes, it’s visible in the Reports where you can use that information if you want to track the time you spend on your task. The other functionality is that the Main process progress bar is based on this estimated time, check this guide 👈🏼

E. Add your Work Description. The text editor supports the following:
- Links, auto-link parsing
- Image pasting, drag&drop, resizing, embedding using links (image size limited to 10Mb)
- Bullet point and ordered lists
- Word formatting: bold, italic, crossed out, underlined text
- Text formatting (left, right, justified, centered)
- Colored, highlighted text
- 'Remove formatting' tool
- Undo/redo

3. Press the plus sign button above the Subprocesses list to add additional Subprocesses.

💡 If you have a new Subprocess that looks and acts like a previous one you’ve created, you can now copy an existing Subprocess, just tap the menu button (three vertical dots) and press Copy.

❗ Please note that you can only delete a Subprocess that hasn't been fully created. After it's been saved, it can't be deleted, only marked as Inactive.

Process

The process form is primarily designed for processes that span multiple months and take a longer time to finish. The main difference is that the schedule may revolve around the 'T-Date', which allows for better management of longer processes without splitting them in the Year view. This means that if your T-date is in June, the entire process will remain in the June column, regardless of whether it extends into other months.

Perfect for Month End Valuations or Month End Closing. It's now easier than ever to see if June was closed - and show that to your Board of Directors, CEO or other stakeholders.

This ensures that at a glance, you can confirm that your tasks for June are complete.

However, the form is flexible - users can switch to a specific date setup and select the desired date directly from the calendar.