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  • Set up Zelio to run your business

  • Find the right section fast

  • Use Activity views and unified pages

  • Run an auto shop day

Workspace guides

  • Run the day from Activity and Operations

  • Manage people, shifts, and assignments

  • Keep customer and vendor records useful

  • Manage what you offer and what supports it

  • Use Accounting and Capital together

  • Run accounting yourself

  • Build and manage reusable templates

  • Track requests and manage stored documents

  • Model how the business runs

  • Control who can enter, edit, and integrate

Website & intake

  • Publish the request form on your website

All docs

Workspace guides

Model how the business runs

Use Processes to define workflows, review revisions, and simulate changes before they affect live operations.

1 min read

Processes is its own workspace section now#

Use Processes when the question is about how work should run, not just what is blocked today.

Main modes#

ModeUse it for
Libraryopening processes, operating models, resources, roles, captures, and reviews
Modelediting the selected process or operating model
Captureturning observed work into process material
Reviewsapproval and review flow
Livecurrent runtime state
Simulationtesting changes before publishing

Once a process is open, change the view to match the job#

The current view switcher supports:

  • Architecture
  • Journey
  • Blueprint
  • Workflow
  • Decision
  • Runbook
  • Live
  • Simulation

Use the surface that helps you think#

You can switch between:

  • Diagram
  • Diagram + journal
  • Journal

The core actions are revision-based#

From the header, the current studio supports:

  • New revision
  • Open reviews
  • Publish

Use the validation panel before you publish. If the change needs discussion, open reviews instead of pushing it live.

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Track requests and manage stored documents

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Control who can enter, edit, and integrate

On this page

  • Processes is its own workspace section now
  • Main modes
  • Once a process is open, change the view to match the job
  • Use the surface that helps you think
  • The core actions are revision-based
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