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2025 Training Catalog

Last updated 2 months ago

Learn to use ProcessMaker Platform by joining classes led by our dedicated training specialists. Browse our comprehensive Training Catalog below to find a list of available sessions and choose the classes that suit your needs.

to select one or more classes and begin your journey or contact your ProcessMaker CSM.

Name
Duration
Description

Intro to Designer

30 min

Create a new process, add pools/lanes, add modeling elements, run a request

New Features Overview ✨New

60 min

An overview of new features in our latest release

RAG Collection✨New

45 min

Learn how to create and use RAG Collections

VarFinder✨New

30 min

Easily find variables used in your assets

Decision Tables ✨New

60 min

Creating and using Decision Tables and Decision Task elements

PI Imports

30 min

Import PI workflows into ProcesMaker

Conversational Forms

45 min

Create rule-based chat-style forms

Process Documentation

30 min

Use AI to quickly create process documentation

FlowGenie

30 min

Learn to use a mini AI Studio within the Modeler

Slideshow Mode

30 min

Learn how to showcase your processes to all stakeholders

Image to Process

30 min

Create a process from an image or sketch of a flowchart

Screen Templates

30 min

Jump-start screen creation using one of our Screen Templates

A/B Testing

45 min

Test two alternatives to a process to compare different scenarios

All-in-one AI Assistant

30 min

Create processes in the Modeler with our all-in-one AI Assistant

Guided Templates

30 min

Launch a functioning process with an interactive, click-through interface

Process Modeler

60 min

Learn how to allow multiple users to simultaneously open and edit a process model

Process Launchpad

30 min

Start a request and monitor activity with fewer clicks using the Process Launchpad

Using Task Elements

30 min

All Task elements and their detailed properties

Using Event Elements

30 min

All Event elements and their recommended usage

Using Gateways

30 min

Different types of gateways and their use

Email Connectors

30 min

Send Email and Actions by Email connectors

Collections

30 min

Creating and configuring Collections

Process Templates

30 min

Use, create and import process templates

Intro to Screen Design

30 min

Create a new Screen, insert elements, test a Screen and use a Screen in a Process

Using Basic Screen Elements

60 min

Line input, checkbox, date, file, image, loops, tables, text area, photo/video, submit.

Name
Duration
Description

Intro to being an Admin

30 min

Super Admin explanation and an overview of available configurations

Platform Translations

45 min

Use AI to translate the whole platform

DevLink ✨New

30 min

Connect multiple ProcessMaker instances to share and manage assets

Creating Users and Groups

30 min

User and groups creation and management

Configuring Platform Settings

30 min

Configuration of Admin settings.

Customize UI

30 min

Site design, creating Dashboards and Menus.

Advanced Admin Features

30 min

Queue Management and Script Executors

Name
Duration
Description

Data Connectors

60 min

Configuring and using Data Connectors

Using PM Blocks

60 min

Use a built-in PM Block or create a new one

Using Scripts

30 min

Create, debug and insert scripts in a process

Developer Tools for Process Design

60 min

Using Environment Variables and Vocabularies

Document Management Connectors

60 min

IDP, PDF and DocuSign connectors.

Using Advanced Screen Elements

60 min

Bootstrap library, nested screens, record list, rich text, saved search, select list.

Developer Tools for Screen Design

60 min

Watchers, CSS, and Calculated Properties.

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