# 2025 Training Catalog

Learn to use the ProcessMaker Platform through interactive classes led by our dedicated training specialists. Explore our training catalog below to view available sessions and select the ones that best fit your learning goals.

For personalized guidance or team sessions, please contact your Customer Success Manager (CSM) to schedule a training.

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{% tab title="Designer" %}

<table><thead><tr><th width="192">Name</th><th width="111">Duration</th><th>Description</th></tr></thead><tbody><tr><td>Intro to Designer</td><td>30 min</td><td>Create a new process, add pools/lanes, add modeling elements, run a request</td></tr><tr><td>New Features Overview ✨<em><mark style="color:orange;"><strong>New</strong></mark></em></td><td>60 min</td><td>An overview of new features in our latest release</td></tr><tr><td>RAG Collection✨<em><mark style="color:orange;"><strong>New</strong></mark></em></td><td>45 min</td><td>Learn how to create and use RAG Collections</td></tr><tr><td>VarFinder✨<em><mark style="color:orange;"><strong>New</strong></mark></em></td><td>30 min</td><td>Easily find variables used in your assets</td></tr><tr><td>Decision Tables ✨<em><mark style="color:orange;"><strong>New</strong></mark></em></td><td>60 min</td><td>Creating and using Decision Tables and Decision Task elements</td></tr><tr><td>PI Imports </td><td>30 min</td><td>Import PI workflows into ProcesMaker</td></tr><tr><td>Conversational Forms</td><td>45 min</td><td>Create rule-based chat-style forms</td></tr><tr><td>Process Documentation</td><td>30 min</td><td>Use AI to quickly create process documentation</td></tr><tr><td>FlowGenie </td><td>30 min</td><td>Learn to use a mini AI Studio within the Modeler</td></tr><tr><td>Slideshow Mode</td><td>30 min</td><td>Learn how to showcase your processes to all stakeholders </td></tr><tr><td>Image to Process </td><td>30 min</td><td>Create a process from an image or sketch of a flowchart</td></tr><tr><td>Screen Templates </td><td>30 min</td><td>Jump-start screen creation using one of our Screen Templates</td></tr><tr><td>A/B Testing</td><td>45 min</td><td>Test two alternatives to a process to compare different scenarios</td></tr><tr><td>All-in-one AI Assistant</td><td>30 min</td><td>Create processes in the Modeler with our all-in-one AI Assistant</td></tr><tr><td>Guided Templates </td><td>30 min</td><td>Launch a functioning process with an interactive, click-through interface</td></tr><tr><td>Process Modeler</td><td>60 min</td><td>Learn how to allow multiple users to simultaneously open and edit a process model</td></tr><tr><td>Process Launchpad </td><td>30 min</td><td>Start a request and monitor activity with fewer clicks using the Process Launchpad</td></tr><tr><td>Using Task Elements</td><td>30 min</td><td>All Task elements and their detailed properties</td></tr><tr><td>Using Event Elements</td><td>30 min</td><td>All Event elements and their recommended usage</td></tr><tr><td>Using Gateways</td><td>30 min</td><td>Different types of gateways and their use</td></tr><tr><td>Email Connectors</td><td>30 min</td><td>Send Email and Actions by Email connectors</td></tr><tr><td>Collections</td><td>30 min</td><td>Creating and configuring Collections</td></tr><tr><td>Process Templates</td><td>30 min</td><td>Use, create and import process templates</td></tr><tr><td>Intro to Screen Design</td><td>30 min</td><td>Create a new Screen, insert elements, test a Screen and use a Screen in a Process</td></tr><tr><td>Using Basic Screen Elements</td><td>60 min</td><td>Line input, checkbox, date, file, image, loops, tables, text area, photo/video, submit.</td></tr></tbody></table>
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{% tab title="Administrator" %}

<table><thead><tr><th width="218">Name</th><th width="115">Duration</th><th>Description</th></tr></thead><tbody><tr><td>Intro to being an Admin</td><td>30 min</td><td>Super Admin explanation and an overview of available configurations</td></tr><tr><td>Platform Translations</td><td>45 min</td><td>Use AI to translate the whole platform</td></tr><tr><td>DevLink ✨<em><mark style="color:orange;"><strong>New</strong></mark></em></td><td>30 min</td><td>Connect multiple ProcessMaker instances to share and manage assets</td></tr><tr><td>Creating Users and Groups</td><td>30 min</td><td>User and groups creation and management</td></tr><tr><td>Configuring Platform Settings</td><td>30 min</td><td>Configuration of Admin settings.</td></tr><tr><td>Customize UI</td><td>30 min</td><td>Site design, creating Dashboards and Menus.</td></tr><tr><td>Advanced Admin Features</td><td>30 min</td><td>Queue Management and Script Executors</td></tr></tbody></table>

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{% tab title="Developer" %}

<table><thead><tr><th width="231">Name</th><th width="121">Duration</th><th>Description</th></tr></thead><tbody><tr><td>Data Connectors</td><td>60 min</td><td>Configuring and using Data Connectors</td></tr><tr><td>Using PM Blocks </td><td>60 min</td><td>Use a built-in PM Block or create a new one</td></tr><tr><td>Using Scripts</td><td>30 min</td><td>Create, debug and insert scripts in a process</td></tr><tr><td>Developer Tools for Process Design</td><td>60 min</td><td>Using Environment Variables and Vocabularies</td></tr><tr><td>Document Management Connectors</td><td>60 min</td><td>IDP, PDF and DocuSign connectors.</td></tr><tr><td>Using Advanced Screen Elements</td><td>60 min</td><td>Bootstrap library, nested screens, record list, rich text, saved search, select list.</td></tr><tr><td>Developer Tools for Screen Design</td><td>60 min</td><td>Watchers, CSS, and Calculated Properties.</td></tr></tbody></table>
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