[{"data":1,"prerenderedAt":777},["ShallowReactive",2],{"docs:guide:process":3,"docs:nav":614,"seo-settings":758},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":24,"sections":606,"seo":609,"publishedAt":612,"updatedAt":613},"process","/docs/guides/process","Process",{"type":9,"children":10},"root",[11,19],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","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.",{"type":12,"tag":13,"props":20,"children":21},{},[22],{"type":17,"value":23},"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.",{"type":25,"value":26,"toc":600},"minimark",[27,32,40,53,56,73,116,125,136,146,153,156,166,169,183,192,199,209,216,223,227,230,233,242,245,265,272,282,285,321,330,333,345,355,360,363,370,389,399,403,410,420,424,427,447,452,455,460,474,477,481,488,492,503,511,515,518,528,535,541,545,548,591],[28,29,31],"h4",{"id":30},"add-core-process","Add Core Process",[13,33,34,35,39],{},"Select \"Process\" from the sidebar and click on ",[36,37,38],"strong",{},"Add core process"," button.",[41,42],"docs-image",{"asset":43},{"id":44,"publicId":45,"version":46,"format":47,"resourceType":48,"width":49,"height":50,"alt":51,"name":52},"2c2703fa3658246f0c0410023088e16e","docs/a_01kF05ntbE90a8pbz3FCFkPkp0/Screenshot-2026-01-15-at-6-31-47-AM",1791492575,"png","image",3524,1980,"Process page with no processes yet and the Add core process button highlighted in the top right","Screenshot 2026 01 15 At 6.31.47  A M",[13,54,55],{},"In the pop-up window you can:",[57,58,59,63,66],"ol",{},[60,61,62],"li",{},"Add core process name",[60,64,65],{},"Choose what type of process you're going to add: Document or external link",[60,67,68,69,72],{},"Under ",[36,70,71],{},"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.",[74,75,76,83],"ul",{},[60,77,78,79,82],{},"If you leave ",[36,80,81],{},"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.",[60,84,85,86,89,90,93,102,110],{},"If you select ",[36,87,88],{},"SEATS",", only those seat owners must read this process.",[91,92],"br",{},[94,95,96],"em",{},[97,98,101],"span",{"className":99},[100],"underline","Turn ON the",[36,103,104],{},[94,105,106],{},[97,107,109],{"className":108},[100],"Choose multiple",[94,111,112],{},[97,113,115],{"className":114},[100]," button at bottom of each dropdown to select more.",[41,117],{"asset":118},{"id":119,"publicId":120,"version":46,"format":47,"resourceType":48,"width":121,"height":122,"alt":123,"name":124},"a560dc413744ce0dfc679be0dde25367","docs/a_01kf06pCs8vr9M2gSr7K7162n6/Screenshot-2026-01-15-at-6-49-16-AM",1868,1550,"Add core process dialog with the Seats dropdown open listing seats and the Choose multiple toggle highlighted","Screenshot 2026 01 15 At 6.49.16  A M",[13,126,127,128,131,132,135],{},"When selecting ",[36,129,130],{},"External link"," type, you'll be given an additional option to put in your external link. Note that it needs to start with ",[36,133,134],{},"https:// ","for security.",[41,137],{"asset":138},{"id":139,"publicId":140,"version":141,"format":47,"resourceType":48,"width":142,"height":143,"alt":144,"name":145},"487388f2a7ae92343c569566bc9ab272","docs/a_01Kf2qNR778YNNG1XYEkc7aBxy/Screenshot-2026-01-16-at-6-24-50-AM",1791492577,2830,1394,"Add core process dialog with External link type selected and the External URL field highlighted, which must start with https://","Screenshot 2026 01 16 At 6.24.50  A M",[13,147,148,149,152],{},"Add a ",[36,150,151],{},"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.",[13,154,155],{},"Every core process should have one Champion so there is clear ownership and no confusion about who maintains it.",[41,157],{"asset":158},{"id":159,"publicId":160,"version":161,"format":47,"resourceType":48,"width":162,"height":163,"alt":164,"name":165},"b72341285a62abc242cc93346a90a326","docs/a_01kf06k33Ws8vJ8HkKPY5PM9sQ/Screenshot-2026-01-15-at-6-47-52-AM",1791492576,2196,1346,"Add core process dialog with the Champion dropdown open listing users and a tooltip saying Champions have full access","Screenshot 2026 01 15 At 6.47.52  A M",[13,167,168],{},"Select Visibility:",[74,170,171,177],{},[60,172,173,176],{},[36,174,175],{},"Public"," - this process can be viewed by everyone",[60,178,179,182],{},[36,180,181],{},"Team Only"," - can be viewed by linked teams and seats",[41,184],{"asset":185},{"id":186,"publicId":187,"version":141,"format":47,"resourceType":48,"width":188,"height":189,"alt":190,"name":191},"95cea880aa77140392f458d88ee4396c","docs/a_01Kf2QzCVrgR0xbatA6989N10s/Screenshot-2026-01-16-at-6-28-12-AM",2808,1306,"Add core process dialog with the Visibility dropdown highlighted, showing Public and Team only options","Screenshot 2026 01 16 At 6.28.12  A M",[13,193,194,195,198],{},"You can also add ",[36,196,197],{},"measurables"," to your process. Turn ON the choose multiple button from the dropdown if you wish to add more.",[41,200],{"asset":201},{"id":202,"publicId":203,"version":204,"format":47,"resourceType":48,"width":205,"height":206,"alt":207,"name":208},"3d9bfc033f131bd5bc84308809509c42","docs/a_01Kf2R5XJdB969Ha30R2c7Vg70/Screenshot-2026-01-16-at-6-31-43-AM",1791492578,2878,1456,"Add core process dialog with the Measurables dropdown highlighted, listing measurables and a Choose multiple toggle","Screenshot 2026 01 16 At 6.31.43  A M",[13,210,211,212,215],{},"There's also a Process Sample from EOS that you can download and view. Just click on the \" ",[36,213,214],{},"Sample process from EOS","\" message at the bottom of the pop-up window.",[13,217,218,219,222],{},"Once you're satisfied with your process, click \"",[36,220,221],{},"Add process","\" to save it.",[28,224,226],{"id":225},"adding-steps","Adding Steps",[13,228,229],{},"You'll now see this page where you can add steps to your Process, you can also edit the Process Name here.",[13,231,232],{},"Click on \"Add Step\" to continue.",[41,234],{"asset":235},{"id":236,"publicId":237,"version":204,"format":47,"resourceType":48,"width":238,"height":239,"alt":240,"name":241},"2b841c70b187fea58028824f2d205619","docs/a_01kF2S06Pqe2A1t94105q8T4rb/Screenshot-2026-01-16-at-6-42-58-AM",2824,1992,"New draft process in Editing mode with no steps defined yet and an Add step button","Screenshot 2026 01 16 At 6.42.58  A M",[13,243,244],{},"Each step you can:",[74,246,247,250,253,256,259,262],{},[60,248,249],{},"Add a Step name",[60,251,252],{},"Add bullet",[60,254,255],{},"Add video",[60,257,258],{},"Add Image",[60,260,261],{},"Add File",[60,263,264],{},"Delete a Step - by hovering on a Step name/bullet/video/image/file and clicking on the trash bin icon",[13,266,267,268,271],{},"Click on \"Add Step\" button below to add more or click ",[36,269,270],{},"Publish"," once you're done.",[41,273],{"asset":274},{"id":275,"publicId":276,"version":277,"format":47,"resourceType":48,"width":278,"height":279,"alt":280,"name":281},"b551ace388eca92930fb04a8787cfae9","docs/a_01kf2sg5R04anA15FtHN2cBCjT/Screenshot-2026-01-16-at-6-55-35-AM",1791492579,2826,1948,"Process editor with two steps, each with Add bullet, Add video, Add image and Add file buttons, plus Add step and Publish","Screenshot 2026 01 16 At 6.55.35  A M",[13,283,284],{},"After you publish your process. You'll see this page where you can:",[57,286,287,305,310,315],{},[60,288,289,292,293,295,298,299,301,304],{},[36,290,291],{},"Edit",":",[91,294],{},[36,296,297],{},"Edit this version"," - it will allow you to edit or make changes to the current version.",[91,300],{},[36,302,303],{},"Create a new version"," - start a new draft from this version.",[60,306,307],{},[36,308,309],{},"Print",[60,311,312],{},[36,313,314],{},"Mark Read",[60,316,317,320],{},[36,318,319],{},"Comment"," on this process.",[41,322],{"asset":323},{"id":324,"publicId":325,"version":277,"format":47,"resourceType":48,"width":326,"height":327,"alt":328,"name":329},"03e0d26f2effeee7d7002c863f87cc7b","docs/a_01kf2Sw4hztcMr86Xxca2j700H/Screenshot-2026-01-16-at-6-58-32-AM",2838,1982,"Published process with the Edit menu open showing Edit this version and Create new version, beside Print and Mark as read","Screenshot 2026 01 16 At 6.58.32  A M",[13,331,332],{},"When you add External Link as your Process type. It will give you an option to:",[74,334,335,338,340,343],{},[60,336,337],{},"Edit - Where you can edit the process name, type, link, champion, related teams/seats, visibility and measurables.",[60,339,314],{},[60,341,342],{},"Open External Document",[60,344,319],{},[41,346],{"asset":347},{"id":348,"publicId":349,"version":350,"format":47,"resourceType":48,"width":351,"height":352,"alt":353,"name":354},"198e00f7f1d21d03c84a1694c2c89556","docs/a_01kf2TepXy3hwW4Wv1AWCB51Vr/Screenshot-2026-01-16-at-7-10-03-AM",1791492580,2834,1946,"Published external link process with Edit, Mark as read and Open external document buttons, and an Open document button","Screenshot 2026 01 16 At 7.10.03  A M",[356,357,359],"h2",{"id":358},"process-tab","Process Tab",[13,361,362],{},"In the Process tab you can view or print all Processes applicable to you.",[13,364,365,366,369],{},"Click on a Process to view, or select the ",[36,367,368],{},"3 dot icon"," next to a process name to:",[74,371,372,375,377,380,383,386],{},[60,373,374],{},"Unpublish/Publish",[60,376,309],{},[60,378,379],{},"Make a copy",[60,381,382],{},"Export",[60,384,385],{},"Archive",[60,387,388],{},"Delete",[41,390],{"asset":391},{"id":392,"publicId":393,"version":394,"format":47,"resourceType":48,"width":395,"height":396,"alt":397,"name":398},"6e4f866a286cd925ca85e81a011e36d7","docs/a_01kf2X26aKBk3spZJ37cXewKxA/Screenshot-2026-01-16-at-7-55-16-AM",1791492582,3178,1938,"Process tab showing process cards with a three-dot menu open listing Unpublish, Print, Make a copy, Export, Archive and Delete","Screenshot 2026 01 16 At 7.55.16  A M",[28,400,402],{"id":401},"import-process","Import Process",[13,404,405,406,409],{},"You can also import a Process JSON file by clicking the ",[36,407,408],{},"Import"," icon.",[41,411],{"asset":412},{"id":413,"publicId":414,"version":415,"format":47,"resourceType":48,"width":416,"height":417,"alt":418,"name":419},"fcebdc05e2ae13c3b85fbf2d64b88208","docs/a_01KF2Yz1kFRsBnJbTmf1h2F3kK/Screenshot-2026-01-16-at-8-32-19-AM",1791492583,2776,1540,"Import process dialog for dropping in a JSON file, with the Import icon highlighted next to Add core process","Screenshot 2026 01 16 At 8.32.19  A M",[356,421,423],{"id":422},"followed-by-all-tab","Followed by All Tab",[13,425,426],{},"What You See in the Followed by All Tab:",[74,428,429,435,441],{},[60,430,431,434],{},[36,432,433],{},"Published Processes",": Total number of processes that are currently published and assigned",[60,436,437,440],{},[36,438,439],{},"Team Members",": Number of users included in process tracking",[60,442,443,446],{},[36,444,445],{},"Average Read Rate",": Overall percentage of assigned users who have read the latest version of each process",[448,449,451],"h5",{"id":450},"team-read-status-section","Team Read Status Section",[13,453,454],{},"This section ranks users based on how many of their assigned processes they have read.",[13,456,457],{},[36,458,459],{},"What it shows:",[74,461,462,465,468,471],{},[60,463,464],{},"Team member name",[60,466,467],{},"Number of processes read vs assigned",[60,469,470],{},"Read completion percentage",[60,472,473],{},"Visual progress bar for quick comparison",[13,475,476],{},"A green checkmark or full progress bar indicates 100 percent completion.",[448,478,480],{"id":479},"most-read-processes-section","Most Read Processes Section",[13,482,483,484,487],{},"This section ranks processes by how many assigned users have read the ",[36,485,486],{},"latest version",".",[13,489,490],{},[36,491,459],{},[74,493,494,497,500],{},[60,495,496],{},"Process name",[60,498,499],{},"Number of team members up to date",[60,501,502],{},"Read rate percentage",[41,504],{"asset":505},{"id":506,"publicId":507,"version":350,"format":47,"resourceType":48,"width":416,"height":508,"alt":509,"name":510},"85160f72b6789585d87c913273e969b8","docs/a_01KF2V3XP6VhD298WGp6m8sXWs/Screenshot-2026-01-16-at-7-25-19-AM",1774,"Followed by all tab showing published processes, team members, average read rate, Team read status and Most read processes","Screenshot 2026 01 16 At 7.25.19  A M",[28,512,514],{"id":513},"view-versions","View Versions",[13,516,517],{},"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.",[41,519],{"asset":520},{"id":521,"publicId":522,"version":523,"format":47,"resourceType":48,"width":524,"height":525,"alt":526,"name":527},"7368437726882b8c03282a4255c777c2","docs/a_01kF2VeDfWPKqcvc6xbCV8ZBw2/Screenshot-2026-01-16-at-7-28-07-AM",1791492581,2778,1914,"Process page with the Clock icon highlighted in the right panel, listing process versions v1 to v4","Screenshot 2026 01 16 At 7.28.07  A M",[13,529,530,531,534],{},"Select a version to view. Turn ON the ",[36,532,533],{},"Show changes"," button below to see the changes that have been made.",[41,536],{"asset":537},{"id":538,"publicId":539,"version":523,"format":47,"resourceType":48,"width":524,"height":525,"alt":540,"name":527},"89ab185bbbb31a9f2d8aab73d10d5c51","docs/a_01KF2VWnVmr671gV53PZY3dqDw/Screenshot-2026-01-16-at-7-28-07-AM_KosyWuqXp0","Process version history panel listing versions v1 to v4 with the Show changes toggle below them",[28,542,544],{"id":543},"viewupdate-process-info","View/Update Process info",[13,546,547],{},"Click on the Info icon to view and update your process details. Here you can update the:",[74,549,550,556,561,567,573,579,585],{},[60,551,552,555],{},[36,553,554],{},"Status",": Draft, Published or Archived",[60,557,558,560],{},[36,559,151],{},": Change or view champion",[60,562,563,566],{},[36,564,565],{},"Additional Editors",": Add/Update editors",[60,568,569,572],{},[36,570,571],{},"Measurable",": Add/remove measurables",[60,574,575,578],{},[36,576,577],{},"Visibility",": Public or Team only",[60,580,581,584],{},[36,582,583],{},"All Teams",": Select a team, multiple teams or all teams",[60,586,587,590],{},[36,588,589],{},"Seats",": Select Seats who must read this process",[41,592],{"asset":593},{"id":594,"publicId":595,"version":394,"format":47,"resourceType":48,"width":596,"height":597,"alt":598,"name":599},"268b38e4a157dfe96fd6d58fad5cac2d","docs/a_01Kf2WF4BJ7K997D4WxFXd78tv/Screenshot-2026-01-16-at-7-39-44-AM",2774,1896,"Process page with the Info icon highlighted, showing status, champion, editors, measurables, visibility, teams and seats","Screenshot 2026 01 16 At 7.39.44  A M",{"title":601,"searchDepth":602,"depth":602,"links":603},"",2,[604,605],{"id":358,"depth":602,"text":359},{"id":422,"depth":602,"text":423},[607,608],{"id":358,"title":359},{"id":422,"title":423},{"title":610,"description":611},"Process Tool Guide — Success.co","Document your core EOS® processes in Success.co. Create simple, practical process docs, assign champions, set visibility, and keep teams aligned.","2026-01-16T10:13:00+00:00","2026-04-15T10:12:16+00:00",{"value":615},[616,634,686,707,713,722],{"title":617,"links":618},"Getting Started",[619,622,625,628,631],{"title":620,"href":621},"Getting Started with Success.co","/docs/guides/getting-started",{"title":623,"href":624},"Join your team","/docs/guides/join-your-team",{"title":626,"href":627},"EOS® Implementers  Guide","/docs/guides/implementers",{"title":629,"href":630},"Affiliate Program Guide","/docs/guides/affiliate-program",{"title":632,"href":633},"Import Data","/docs/guides/import-data",{"title":635,"links":636},"Platform",[637,640,643,646,649,652,655,658,661,664,667,670,673,676,677,680,683],{"title":638,"href":639},"Vision/Traction Organizer (V/TO®)  Guide","/docs/guides/vision-traction-organizer-vto",{"title":641,"href":642},"Accountability Chart Guide","/docs/guides/accountability-chart",{"title":644,"href":645},"Dashboard Guide to Track Rocks, To-Dos & Issues","/docs/guides/dashboard",{"title":647,"href":648},"L10™ Meetings","/docs/guides/l10-meetings",{"title":650,"href":651},"Rocks","/docs/guides/rocks",{"title":653,"href":654},"Scorecard™","/docs/guides/scorecard",{"title":656,"href":657},"EOS® Meeting Agendas Guide","/docs/guides/agendas",{"title":659,"href":660},"Issues","/docs/guides/issues",{"title":662,"href":663},"Headlines","/docs/guides/headlines",{"title":665,"href":666},"How To Use To-Dos in Success.co?","/docs/guides/to-dos",{"title":668,"href":669},"People Analyzer","/docs/guides/people-analyzer",{"title":671,"href":672},"Organizational Checkup™","/docs/guides/organizational-checkup",{"title":674,"href":675},"S.W.O.T","/docs/guides/swot-analysis",{"title":7,"href":6},{"title":678,"href":679},"Implementer Hub","/docs/guides/implementer-hub",{"title":681,"href":682},"Insights","/docs/guides/insights",{"title":684,"href":685},"Mastery","/docs/guides/mastery",{"title":687,"links":688},"Advanced",[689,692,695,698,701,704],{"title":690,"href":691},"Filtering","/docs/guides/filtering",{"title":693,"href":694},"Quarter Dates","/docs/guides/quarter-dates",{"title":696,"href":697},"Keyboard Shortcuts Guide","/docs/guides/keyboard-shortcuts",{"title":699,"href":700},"Related Items","/docs/guides/related-items",{"title":702,"href":703},"Notifications","/docs/guides/notifications",{"title":705,"href":706},"Import Templates","/docs/guides/import-templates",{"title":708,"links":709},"Billing",[710],{"title":711,"href":712},"Billing Guide – Set Up Payments, Update Details, and Access Invoices","/docs/guides/billing",{"title":714,"links":715},"Apps",[716,719],{"title":717,"href":718},"Desktop App Guide to Boost Productivity & Track Tasks","/docs/guides/desktop-app",{"title":720,"href":721},"Mobile App","/docs/guides/mobile-app",{"title":723,"links":724},"Integrations",[725,728,731,734,737,740,743,746,749,752,755],{"title":726,"href":727},"Success.co Integrations","/docs/guides/successco-integrations",{"title":729,"href":730},"Google Calendar Integration Guide","/docs/guides/google-calendar",{"title":732,"href":733},"Microsoft Calendar Integration Guide","/docs/guides/microsoft-calendar",{"title":735,"href":736},"Microsoft Teams","/docs/guides/microsoft-teams",{"title":738,"href":739},"Slack","/docs/guides/slack",{"title":741,"href":742},"Asana Integration Guide","/docs/guides/asana",{"title":744,"href":745},"ClickUp Integration Guide","/docs/guides/clickup",{"title":747,"href":748},"Monday.com Integration Guide","/docs/guides/monday",{"title":750,"href":751},"Teamwork Integration Guide","/docs/guides/teamwork",{"title":753,"href":754},"Success.co AI Connector (MCP)","/docs/guides/ai-mcp-connector",{"title":756,"href":757},"Zapier","/docs/guides/zapier",{"value":759},{"id":760,"extension":761,"meta":762,"og_image":763,"og_locale":764,"og_title_fallback":765,"site_url":766,"stem":767,"title_suffix":768,"__hash__":769,"ogImageAsset":770},"seoSettings/settings/seo.yml","yml",{},"df2824aa25f11988810a1b0f3c08f0f2","en_GB","The EOS App","https://www.success.co","settings/seo"," — Success.co","nnRZDXC71vobecumYGFChQJ7a9XRrFJq7bfBBCWo6Bk",{"id":763,"publicId":771,"version":772,"format":47,"resourceType":48,"width":773,"height":774,"alt":775,"name":776},"site/success-opengraph-image",1791366213,1200,630,"Success.co","Success OpenGraph Image",1793784185827]