Defining a new process manually

  1. Select Close Setup > Manage Process.
  2. On the Manage Process tab, right-click anywhere on the form and click New Process.
  3. Use the following guidelines to specify field values:
    Process Name

    Specify a name for the process.


    Select the team that owns the process.

    Process Owner

    Select the person from the designated team to own the process.


    Select the default company used for the process.

    Default Calendar

    Select the default calendar for the process.

    Default Period Group

    Select the default period group for the process.

    Schedule Tasks For Work Days Only

    Select this checkbox to allow tasks to be assigned only on work days according to the designated calendar.


    Select the priority for the process: Low, Medium, or High.


    Select the risk for the process: Low, Medium, or High.

  4. Click OK.