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.

    Team

    Select the team that owns the process.

    Process Owner

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

    Company

    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.

    Priority

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

    Risk

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

  4. Click OK.