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# Before Creating a Process Template

Process Templates use roles, summary cards, data cards, entity types, business schedules, and dispositions to define a workflow. These items should be defined before creating process templates. Administrators should complete the following activities before creating process templates:

- Manage your users by assigning them appropriate roles. Select Administrators: Roles and Users for Help information.

- Create Summary and Data Cards. Select Administrators: Data Views, Entity Types, and Configuration for Help information.

- Configure your business schedule. Select Configuration for Help information.

- Configure dispositions for Pause, Stop, and End points. Select Dispositions and Document Categories for Help information.