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ProcessMaker Platform Quick Start Guide
ProcessMaker Platform Quick Start Guide
  • ProcessMaker Platform Overview
  • User Experience
    • Run a Request
    • Manage Inbox
  • Process Designer
    • Create a Process
    • Build a Form
    • Use Scripts in a Process
    • PM Blocks
    • Collections
    • Data Connectors
  • Administrator
    • Add Users and Groups
    • Configure Admin Settings
    • Reports and Analytics
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On this page
  • Import a Template
  • Create a Process with Templates
  • Configure a Process Template
  • Create a Process with AI
  • Create a New Process without Templates
  1. Process Designer

Create a Process

Learn how to create a new process in ProcessMaker Platform

Last updated 1 year ago

There are three methods for creating a process within the ProcessMaker Platform:

  1. Utilize one of our templates to create a process.

  2. Employ ProcessMaker AI to generate a process map.

  3. Start from scratch by creating a process using a blank canvas.

Let's go through each of these methods in detail.

Good to know: We have recently redesigned our process modeler!

Import a Template

ProcessMaker Platform contains some built-in templates you can use to create new processes. We also provide additional templates which can be downloaded and imported in your environment. Watch the following tour to lean how to find and import one of our process templates.

Create a Process with Templates

Watch the following product tour to learn how to use templates to create a new process.

Configure a Process Template

Watch the following product tour to lean how to make necessary configurations to successfully run a process request.

Create a Process with AI

Watch the following product tour to learn how to utilize ProcessMaker AI to escalate process creation.

Create a New Process without Templates

Coming soon!

Click here to see the new look and feel.