Get Started Guide

Are you new to ProcessMaker? This is a great place to start.

Overview

The Get Started Guide is in modular sections to help you learn ProcessMaker faster.

The Get Started Guide is in development. Please visit this page often for updates.

What Is ProcessMaker?

How Do I Use ProcessMaker?

Start a New Request
Participate in a Request of a Process
Start a New Request

How Do I Start a Request?

Learn how to start a Request in ProcessMaker. This is a proof-of-concept video for style. This video was recorded in ProcessMaker Beta 7.

Learn how to start a new Request in ProcessMaker.
Participate in a Request of a Process

How Do I Interact with Other People in a Process?

How Do I Manage Processes?

View
Import
Export
Archive
Restore
View

What Is a Process?

Import

How Do I Import a Process?

Export

How Do I Export a Process?

Archive

How Do I Archive a Process?

Restore

How Do I Restore a Process?

How Do I Create My First Process?

Categories
Create
Configure
Modeling Element Descriptions
Design
Categories

How Do I Create a Process Category?

Create

How Do I Create a Process?

Configure

How Do I Configure a Process?

Modeling Element Descriptions

Start Event Element Description

Start Timer Event Element Description

Intermediate Timer Event Element Description

Intermediate Message Catch Event Element Description

End Event Element Description

Task Element Description

Script Task Element Description

Call Activity Element Description

Exclusive Gateway Element Description

Parallel Gateway Element Description

Event-Based Gateway Element Description

Pool Element and Lane Element Descriptions

Sequence Flow Element and Message Flow Element Descriptions

Text Annotation Element and Association Element Descriptions

Design

Design Your First Process

How Do I Use Code in ProcessMaker Spark?

View
Create
Configure
Scripts Editor
View

What is a ProcessMaker Script?

Create

How Do I Create a ProcessMaker Script?

Configure

How Do I Configure a ProcessMaker Script?

Scripts Editor

How Do I Design a Form?

View
Create
Configure
Screens Builder
View

What is a ProcessMaker Screen?

Create

How Do I Create a ProcessMaker Screen?

Configure

How Do I Configure a ProcessMaker Screen?

Screens Builder

How Can I Securely Manage Sensitive Data?

View
Create
View

What is a ProcessMaker Environment Variable?

Create

How Do I Create a ProcessMaker Environment Variable?

How Do I Manage User Accounts?

View
Create
View

What Is a ProcessMaker User Account?

Create

How Do I Create a ProcessMaker User Account?

How Do I Manage Groups of User Accounts?

View
Create
View

What is a ProcessMaker Group?

Create

How Do I Create a ProcessMaker Group?

How Do I Manage Client Authentications?

View
Create
View

View All Client Authentication Keys

Create

Create a Client Authentication Key

How Do I Manage Queues?

View
Monitoring Tags
Metrics
Recent Jobs
Failed Jobs
View

What Is Queue Management?

Monitoring Tags

What Are Monitoring Tags?

Assign Monitoring Tags

Metrics

View Metrics

Recent Jobs

View Recent Jobs

Failed Jobs

View Recently Failed Jobs