This article will explain how to create a new process ‘from scratch’. You will likely want to do this when you are starting the automation of a new process. This will create a process with no steps in it. An alternative approach to getting started is to copy a process that already exists.
How to create a new process
1. Click on the plus button, located in the top right corner of the webpage, to the left of your username.
2. Select Process from the dropdown.
3. Name your new process and select the folder to save it in.
4. Click Create Process.
5. The newly created process will open shortly.