Only process admins can create a new process. Once users have access to projects in different processes, they will be able to see the multi-process drop-down menu.


A new process can be created in four easy steps:

  1. Click the Multi-Process menu as shown as shown below.
  2. Click “Create a new process” as shown on the first image below.
  3. Now give the new process a title as shown on the second image below.
  4. When done, simply click “Create and go to the new process”.




After creating a new process, it can be accessed from the drop-down menu located in the top-left corner. Users can see a process listed in the drop-down menu if they have access to a project in that processes.


By default, Project Data, User Lists and Templates are NOT transferred between individual processes.