Process

The Process feature helps teams document and follow their core EOS processes in one central place. Use this to create clarity around how work flows, align teams on expectations, and ensure that your EOS processes are followed consistently throughout the organization.

Processes in Success.co are designed to stay simple and practical. They can be updated as the business evolves, helping teams continuously improve without overcomplicating how work gets done.

Add Core Process

Select "Process" from the sidebar and click on Add core process button.

In the pop-up window you can:

  1. Add core process name

  2. Choose what type of process you're going to add: Document or external link

  3. Under Related Teams and Seat: Select which team/s or seat/s must read this process. You can leave them blank or select just one of the two.

  • If you leave TEAMS blank, this process applies to everyone. If a team or teams are selected, only the users part of that team are required to follow this process. Managers of those teams will get access to edit this process.

  • If you select SEATS, only those seat owners must read this process.

    Turn ON the Choose multiple button at bottom of each dropdown to select more.

When selecting External link type, you'll be given an additional option to put in your external link. Note that it needs to start with https:// for security.

Add a Champion: A Champion is the single point of accountability for a process. They are responsible for ensuring the process is accurate, clear, and followed, even though they may not personally execute every step.

Every core process should have one Champion so there is clear ownership and no confusion about who maintains it.

Select Visibility:

  • Public - this process can be viewed by everyone

  • Team Only - can be viewed by linked teams and seats

You can also add measurables to your process. Turn ON the choose multiple button from the dropdown if you wish to add more.

There's also a Process Sample from EOS that you can download and view. Just click on the " Sample process from EOS" message at the bottom of the pop-up window.

Once you're satisfied with your process, click "Add process" to save it.

Adding Steps

You'll now see this page where you can add steps to your Process, you can also edit the Process Name here.

Click on "Add Step" to continue.

Each step you can:

  • Add a Step name

  • Add bullet

  • Add video

  • Add Image

  • Add File

  • Delete a Step - by hovering on a Step name/bullet/video/image/file and clicking on the trash bin icon

Click on "Add Step" button below to add more or click Publish once you're done.

After you publish your process. You'll see this page where you can:

  1. Edit:

    Edit this version - it will allow you to edit or make changes to the current version.

    Create a new version - start a new draft from this version.

  2. Print

  3. Mark Read

  4. Comment on this process.

When you add External Link as your Process type. It will give you an option to:

  • Edit - Where you can edit the process name, type, link, champion, related teams/seats, visibility and measurables.

  • Mark Read

  • Open External Document

  • Comment

Process Tab

In the Process tab you can view or print all Processes applicable to you.

Click on a Process to view, or select the 3 dot icon next to a process name to:

  • Unpublish/Publish

  • Print

  • Make a copy

  • Export

  • Archive

  • Delete

Import Process

You can also import a Process JSON file by clicking the Import icon.

Followed by All Tab

What You See in the Followed by All Tab:

  • Published Processes: Total number of processes that are currently published and assigned

  • Team Members: Number of users included in process tracking

  • Average Read Rate: Overall percentage of assigned users who have read the latest version of each process

Team Read Status Section

This section ranks users based on how many of their assigned processes they have read.

What it shows:

  • Team member name

  • Number of processes read vs assigned

  • Read completion percentage

  • Visual progress bar for quick comparison

A green checkmark or full progress bar indicates 100 percent completion.

Most Read Processes Section

This section ranks processes by how many assigned users have read the latest version.

What it shows:

  • Process name

  • Number of team members up to date

  • Read rate percentage

View Versions

Click on the right side Clock icon to view your process versions. Note that you can view past versions but can no longer make changes to them.

Select a version to view. Turn ON the Show changes button below to see the changes that have been made.

View/Update Process info

Click on the Info icon to view and update your process details. Here you can update the:

  • Status: Draft, Published or Archived

  • Champion: Change or view champion

  • Additional Editors: Add/Update editors

  • Measurable: Add/remove measurables

  • Visibility: Public or Team only

  • All Teams: Select a team, multiple teams or all teams

  • Seats: Select Seats who must read this process