Creating a process diagram using “Process Wizard”

Hi Everyone,
I would like to share with you some useful tips on how to work with the “Process Wizard”.

When Process Wizard starts, it creates automatically a new process diagram. This new process diagram displays by default a pool, a lane, start and end events, and the first step of the process.

To design a process diagram:

1. Enter the title of the first step, for example, "Call the customer", in the [Task caption] column. This text will be displayed as the title of the task, which will be generated by the process.
   

  2. In the [Task type] column, select the type of the activity, for example, "Call"

 3. In the [Owner] column, select the person who is responsible for this process step.

4. Similarly, add the other steps to the process. For instance, add the [Task] activity for holding a meeting after the [Call] activity, and then add the [Email] activity for sending the offer. To add a new activity, use the [Add process step] button.

5. When all steps are added, select the next step for each one.
   
6. The process diagram is displayed at the bottom of the wizard. The diagram changes automatically in accordance with the changes in the process steps.
   
7. Save the process and go to its configuration.