Begin modeling your business solution from a blank Process that contains no content.
Follow these steps to start from a blank canvas and build your own process:
Click the +Process button. The New Process screen displays.
In the Name setting, enter the unique name for the Process. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, enter a description of the Process. This is a required setting.
From the Process Manager drop-down menu, select the Process Manager for this Process. For more information, see Process Management.
Optionally, click the Upload File button to upload a third-party BPMN file to create a process from the BPMN specifications.
Note: This feature does not support the .json
file format. See instructions to import a json file.
Click Save. Your new Process opens in Process Modeler.
Click the Build Your Own option. The Create Process screen displays.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click the icon for that selection or press Enter
when the drop-down is visible. This is a required setting. For more information, see What is a Process Category?
From the Project drop-down menu, optionally select the Project(s) for this process. To remove a Project that is currently selected, click the icon for that selection or press Enter
when the drop-down is visible. For more information, see Projects.
Design a Process in Process Modeler
Create a Process from an Image
Create a Process using Templates
Create a Process using the AI Assistant
Lucidchart Integration