Process Template Overview

After selecting + Add New or selecting an existing process template on the Process Templates page, the Process Template page displays with the Process and Properties panes.

Process

The process pane is the canvas for the template. It is blank for a new template and includes the workflow diagram for an existing template. It is the area where a workflow diagram is defined.

Process Properties

The right pane displays as the Process Properties pane. When an item is selected in the workflow diagram, this pane changes to collect information specific to the item. Process, Tasks, Phase, Gate, or Decisions Properties panes may display.

Process Template Buttons

Select Activate to activate a process template. A process template must be activated before it can be used by users. Selecting Deactivate deactivates an active process template so it can be edited. Process templates can only be edited if they are used in an existing process.
Select Save to save the process template during process template creation. Save often to avoid losing data.
Select Save As to saves the current process template with a different name.
Select Cancel to discontinue work on the process template without saving. Confirm the cancel process.
Select Delete to remove the process template. Deletion is permanent and cannot be undone. Confirm the deletion.
Select Export to export the process template.
Select Import to import the process template.