Shared Processes let two organizations mirror and synchronize process statuses in Daymi. When one organization updates a process, the change is reflected in the other. You can choose between one-way or two-way synchronization. Shared processes are always clearly labeled across dashboards and process views, and setup is managed by the Daymi team.
How it Works
Setup
You provide a list of processes to share, and identical processes are created in the receiving organization.
The Daymi team configures shared processes on the backend.
Visibility
Shared processes are clearly indicated in:
Dashboard
Main process page
Subprocess details
Process edit forms
Both the sharing and receiving organizations see these labels.
Status Synchronization
One-way sharing: When the sharing organization updates a status, the receiving organization sees the same update.
Restrictions: Receiving organizations can be prevented from making status changes, avoiding accidental updates.
Two-way sharing (optional):
Organization A marks a task as Completed.
Organization B reviews and marks it as Approved, sending the approval back.
What’s Included in v1
Backend setup by the Daymi team.
One-way or two-way status updates between organizations.
Labels for shared processes across dashboards and detail views.
Optional restriction on status updates in the receiving organization.
Limitations in v1
No self-service UI to select or change shared processes (contact Daymi for updates).
Only status updates are mirrored - comments, files, and issues are not shared.
Any changes to subprocess structures must be coordinated with the Daymi team.
👉 To set up Shared Processes, contact us at [email protected].