Jump to main content

# Steps for Creating a Process Template

1. Select Manage and Process Templates in the left pane.

2. Select + Add New.

3. Drag a Task, Decision, Gate, Stop, or Phase symbol to the canvas. As you drag items, move the arrows to connect the tasks. Select a link below for details about each item.
   - Start

   - Task

   - Decision

   - Gate

   - Stop

   - Phase

   - End

4. Correct any errors.
   Note: If your process template includes errors, the symbol (the number refers to the number of errors) displays at the upper right on the page. To correct the errors, select and select an error. The error is selected in the workflow diagram and the Properties pane displays for the error. Complete the missing information. To see details for the error, hover over the . You can correct errors at any time when creating a process template.

5. Select Activate to activate the template. After a process template is activated, it appears in the process templates grid with a Ready status.
   Note: After activating the process template, the process can be used in CASH Workflow by selecting Start in the toolbar.