How to Start New Process (i.e. Lab Project, NPD, Sampling, Opportunity, etc.)?

Last Updated on:
January 25, 2022

1. Click New button

2. Choose the Process Template from the list (Lab Project, New Product Development, Sampling, Sales Opportunity, etc.)

Related:
How to Add Fields to Material Search in Workspace
How to create a record from a Task?
How to link a record to a Task?
How to collapse/expand process navigation?
How to share a View?
How to see the record's edit history?
How to see the field's edit history?
What are the recommended devices for Alchemy use?
What is the minimum and recommended screen resolution?
Which browsers are supported for Alchemy use?
How to Sign Out?
How to go back to Data in a View?
How to clone a View?
Alternative ways to create Charts in a View
How to group data in a Board?
How to create Grid View?
How to visualize data in a View?
Operators and Functions in Calculated Columns
How to add a Calculated Column?
How to group data in a View?
How to apply filters on data in a View?
How to manage columns in the View?
How to add other data in the View?
How to pull more data in the View?
How to manage the created View?
How to create a New View?
How to copy/paste values from fields?
How to utilize spelling check?
How to open a link in New Tab?
How to change the deadline for completing a Task?
How to start doing a Task?
How to delete a value chosen in a dropdown?
How to change a value chosen in a dropdown?
How to View, Delete or Download attachments?
How to clone rows in compare?
How to add new rows in compare?
How to export a Record?
How to clone a record?
How to find record(s) shared with me?
How to share a Record?
How to make a Record Valid?
How to open a Record in a process?
How to open a Record in stand alone?
How to open a Record in a pop-up?
How to find On Hold processes?
How to follow/unfollow processes?
How to see all files attached to one process?
How to restart the process On Hold?
How to put a process On Hold?
How to sign in - sign in options?
How to sign in when invited to Alchemy? How to set a password?
How to upload a photo for your Alchemy profile?
How to use Dashboard?
How to find my active tasks?
How to control Notifications?
How to Add (Multiple) Attachment(s)?
How to Edit attached images?
How to navigate through the process?
How to export table from a record?
How to import from file?
How to compare and clone records?
How to compare existing records?
How to complete a Task?
How to log an effort for a Task?
How to cancel a Task?
How to re-assign a Task?
How to add a new Task?
How to resolve a comment?
How to check existing comment(s) on the Record?
How to add comments?
How to get more information about linked records?
How to delete a Record?
How to print a Record (Save as PDF)?
How to copy information from an existing record?
How to add New Record (i.e. Company, Contact, Product, Formulation, etc.)?
How to go back to the record after Split View, Plan, Flow, Team, or Files?
How to see team members working on this process?
How to check the process flow?
How to adjust the Target Completion date in a plan?
How to see the process timeline?
How to see two records from the same process, side by side?
How to void a Process?
How to change Process Priority?
How to sign in when the password is forgotten?
How to set up Notification Settings?
How to find information needed?
© 2017-2024, Alchemy Cloud, Inc. All Rights Reserved. Restricted. For internal use only and not for redistribution. Legal Terms

We use cookies to operate this website, improve its usability, personalize your experience, and track visits. By continuing to use this site, you are consenting to the use of cookies. We also share data with our social media and analytics partners. For more information, please read our updated Privacy Policy.

Accept