In Parallel, there are two core elements you’ll work with:
Parallels – These are the most dynamic or transactional parts of Parallel. You use them whenever you need to complete a process.
Profiles – These are more static. They let you create different types of profiles for your team, store relevant information, and set up alerts.
These two elements often work hand-in-hand 🔗. For example, if you’ve completed three parallels with a client, you may want to link them to the client's profile to have all the information in one place. With profile-parallel associations, you can do exactly that! 🎉
How to Associate Parallels and Profiles
You can associate parallels and profiles in two different ways, depending on your workflow:
1️⃣ From the Review tab (When Closing a Parallel)
When you're reviewing a parallel in the REVIEW tab, and you're ready to close it:
Click “Close parallel”.
A window will pop up prompting you to associate the parallel with a profile.
Select an existing profile or create a new one.
Once associated, you'll see a panel with the profile’s information on the right side of the screen. It will already include all the data collected during the parallel you just completed.
2️⃣ From the Profile tab (Associate Existing or New Parallels)
When you’re in the Profiles section, select the profile you want to work with. Go to the Parallels tab. You’ll have two options:
1. Create a new parallel: Choose the template from which you want to create a new parallel. This will take you to the parallel creation screen. The new parallel will automatically be linked to the profile, and once completed, the data will be transferred to the profile.
2. Associate an existing parallel: Select the parallel you want to associate and click Associate.
⚠️ Naming your parallels clearly helps you find and associate them more easily. |
Add Quick Access Cards for Key Processes
If you regularly start certain processes from profiles, you can streamline your workflow by adding quick access cards for those processes. Here’s how:
In the General tab of a profile, click “Add process”.
This will take you to the Organization Settings > Profiles section.
Under Key Processes, click “Add”
In the new window that opens give a name to the process, select the a template and save.
You can add up to 3 quick access processes per profile type.
📌 Note: You need to define key processes for each profile type in your organization (e.g. Individuals, Companies, Contracts). |