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Create a new process

A new process is created in the Process Designer. it is possible to access it via the left navigation if there is the required permissions. Learn more about the navigation

Step 1: Create the process

  1. In the navigation, open the Process Designer.
  2. Click + New process.
  3. Complete the dialog for creating a process.
  4. Provide a name – e.g., “Review incoming invoices” – and save.

💡 Tip: it is possible to rename the process at any time later.

Step 2: Explore the modeling area

After saving, the BPMN editor opens with an empty process diagram:

  • A start event and an end event are already included.
  • The process is formally valid but does not do anything yet.
  • It could be deployed it already – nothing would happen, though. Learn more about deployment

Editor layout at a glance

  • Left side: Toolbox with available activities (user tasks, service tasks, gateways, and more). More about BPMN elements
  • Right side: Properties panel that offers the relevant settings for the selected element. This is where the definition happens how an activity behaves.
  • Center area: The process diagram where modeling happens flows via drag and drop.

Tip: Use templates (optional)

Pantarey allows importing ready-made process templates. They contain proven workflows (e.g., vacation request or invoice review) and can be adjusted with just a few clicks.

Detailed documentation about templates will follow soon.

The next chapter introduces the most important BPMN elements and explains how to use them in the models.