How to create processes in Blue

Learn how to create repetable, scalable, and logical processes in Blue.

How to create processes in Blue

Processes are ongoing activities that provide a structured approach to various business operations, ensuring consistency, efficiency, and continuous improvement. Unlike projects, which have a defined objective and end date, processes are repetitive and perpetual, such as recruitment, social media posting, and IT ticketing. Well-defined processes help teams maintain high standards of performance, minimize errors, and streamline workflows. This structured approach not only enhances productivity but also ensures that critical tasks are performed reliably and consistently, making processes essential for effective process management.

At Blue, we believe that processes should be simple, clear, and easy to understand. A well-designed process is one that is straightforward enough to be followed consistently by all team members. If a process is too complex, it is unlikely to be adhered to, leading to inconsistencies and potential errors. Our philosophy is to create processes that are intuitive and user-friendly, ensuring that they can be easily implemented and maintained. By keeping processes simple, we empower teams to focus on what truly matters: delivering high-quality results efficiently and effectively.

Blue is designed to simplify and enhance process management, offering a powerful platform that adapts to the ongoing needs of various business activities. With its intuitive interface and robust feature set, Blue allows teams to create, customize, and manage processes with ease. From automating routine tasks to setting up custom workflows and integrating with other tools, Blue provides the flexibility and power needed to manage ongoing processes efficiently. Its multi-platform support ensures that team members can access and manage their processes from anywhere, making Blue a versatile solution for modern process management needs.

This guide aims to provide a comprehensive overview of how to create and manage processes using Blue. By following the steps outlined in this guide, users will be able to set up their workspace, create new processes, customize workflows, and monitor progress effectively. Whether you are new to Blue or looking to optimize your current setup, this guide will equip you with the knowledge and tools needed to leverage Blue’s full potential. Our goal is to help you create processes that are tailored to your team’s specific needs, ultimately driving better outcomes and enhancing overall efficiency in ongoing business activities.

Overview of process-building in Blue.

Creating an effective process in Blue means leveraging the platform's robust features to ensure every aspect of the workflow is meticulously managed and optimized. A great process in Blue is one where every item is clearly tracked, accountability is defined, management has comprehensive oversight through dashboards, and overall work feels easier and more streamlined.

Records & checklists

In Blue, records are the building blocks of any process. Each record represents a specific piece of work that needs to be done. Checklists can be created within these records to break down larger tasks into manageable parts, ensuring that nothing is overlooked. Clear record definitions help team members understand their responsibilities and deadlines, fostering accountability.

Lists as workflow steps

In Blue, each list in a workspace corresponds to a specific step in the process. This approach is essential because it provides clear visibility to everyone involved, showing exactly which step each item is at within the overall workflow. By structuring processes into distinct lists, team members can easily track progress, identify bottlenecks, and ensure that tasks move smoothly from one stage to the next.

For example, in a recruitment process, you might have lists for "Job Posting," "Resume Review," "Initial Interview," "Final Interview," and "Offer Sent." As candidates move through the recruitment stages, their records are moved from one list to the next, providing a clear and organized visual representation of their status. This method not only helps in maintaining an orderly workflow but also makes it easier for team members to understand their current priorities and upcoming tasks.

Additionally, lists as workflow steps help in assigning and managing tasks. Each list can have specific roles and responsibilities associated with it, ensuring that the right team members are notified and involved at the right time. This structured approach ensures accountability and clarity, making it easier for teams to collaborate effectively and achieve their process goals.

Custom fields for structured data

Custom fields in Blue allow teams to tailor processes to their specific needs by capturing a variety of important information. For instance, custom fields can be used to include priority levels, deadlines, responsible individuals, and other relevant data.

Priority levels help teams identify which tasks or records need immediate attention and which can be scheduled for later. By adding a custom field for priority, team members can quickly sort and filter tasks based on their urgency. This ensures that high-priority items are addressed promptly, preventing delays and maintaining the momentum of the process. Including deadlines as a custom field ensures that every task has a clear due date, helping to manage time more effectively and keeping the process on track. Deadlines provide a sense of urgency and accountability, making it easier to monitor progress and ensure that tasks are completed within the set timeframe.

Assigning responsible individuals to tasks via custom fields ensures that everyone knows their specific duties. This fosters accountability and clarity, as each team member can see which tasks they are responsible for and who to contact for updates or assistance. This clarity helps in reducing confusion and streamlining communication within the team. Custom fields can also be tailored to include any other relevant data necessary for the process. This might include fields for status updates, budget information, client details, or specific instructions. By capturing all essential information within the custom fields, teams can ensure that they have everything they need to complete tasks efficiently and effectively.

Overall, custom fields make processes more efficient by providing a structured way to capture and access all necessary information, reducing the time spent searching for details or clarifying instructions, and allowing team members to focus on their work. Additionally, as project requirements evolve, custom fields can be easily adjusted to incorporate new data points, making the processes adaptable to changing needs. By leveraging custom fields, teams can create a highly personalized and organized approach to process management in Blue, ensuring that every aspect of the workflow is tailored to their specific needs and goals.

Set up automations to reduce manual work

Automations in Blue reduce manual workload by automating repetitive tasks, streamlining processes, and increasing efficiency. For example, automations can be set up to send notifications automatically when a task is completed or to update statuses based on predefined conditions. This helps ensure that everyone is kept in the loop without needing to manually check or update the status of tasks. Automations also minimize the risk of human error, ensuring that critical steps are not overlooked and processes flow smoothly. By leveraging automations, teams can focus on more strategic activities, knowing that routine tasks are handled seamlessly in the background.

Custom permissions keep your data safe.

Custom permissions in Blue allow teams to define granular access levels, ensuring that team members have access to the information they need without compromising security. This feature is particularly useful in processes involving sensitive data or requiring different levels of involvement from various team members. For example, in a financial approval process, permissions can be set so that only specific individuals can view or approve transactions, while others can only add or edit data. Custom permissions ensure that sensitive information is protected while enabling collaboration, ultimately fostering a secure and efficient work environment.

Dashboard for real-time monitoring

Dashboards in Blue provide a real-time overview of all ongoing processes, offering management a comprehensive view of progress and performance. By consolidating data from various processes into visual reports, dashboards make it easier to monitor key metrics, identify bottlenecks, and make informed decisions. For example, a project management dashboard might display the status of all current projects, highlight overdue tasks, and track resource allocation. This visibility allows managers to quickly assess the health of their processes and take corrective actions as needed. Dashboards not only enhance transparency but also empower teams to work more effectively by providing the insights needed to optimize performance.


Creating effective processes in Blue involves leveraging its comprehensive features to ensure clarity, accountability, and efficiency. By defining lists as workflow steps, using custom fields to capture essential information, setting up automations to reduce manual work, assigning custom permissions to protect data, and utilizing dashboards for real-time monitoring, teams can build processes that are both robust and adaptable. This approach ensures that every task is clearly tracked and managed, fostering a collaborative and productive work environment. By following the guidelines and checklist provided in this guide, you can create repeatable, scalable, and logical processes that enhance your team's overall performance and drive continuous improvement.

Start building your processes in Blue today and experience the benefits of streamlined, well-organized workflows.

Boost your productivity. Start using Blue today.

Blue organizes work, ensuring teams know what to do, how to do it — and why it matters.

App screenshot