--- title: Clarity PPM | How to Create a New Process Workflow description: In this Clarity PPM (CA PPM) video, featuring Juan Ortega, learn how to create a new process workflow by. View the steps leading up to process scheduling. image: https://blog.regoconsulting.com/hubfs/Blog%20Images/2019/February/Replacements/Quicktips_Blog-Header.jpg --- [![Rego-Logo_Notag-Color-350](https://blog.regoconsulting.com/hs-fs/hubfs/Rego%20Guide%20Images/Rego-Logo_Notag-Color-350.png?width=224&name=Rego-Logo_Notag-Color-350.png)](http://regoconsulting.com) - [Home](http://regoconsulting.com) [![Quicktips_Blog-Header](https://blog.regoconsulting.com/hubfs/Blog%20Images/2019/February/Replacements/Quicktips_Blog-Header.jpg)](https://blog.regoconsulting.com/hubfs/Blog%20Images/2019/February/Replacements/Quicktips_Blog-Header.jpg) # Clarity PPM | How to Create a New Process Workflow Juan Ortega, Clarity PPM (CA PPM) Technical Consultant In this video, Juan Ortega, Clarity PPM Technical Consultant at Rego Consulting, shows us how to create a new process workflow by demonstrating the steps leading up to process scheduling. The new process workflow he demos will send an action item, via email, to the users or "assignees" selected for the process, who can be particular resources, groups, or roles set up within Clarity PPM. ## Create a New Process Workflow | Training Video Watch Juan demo how to create a new process workflow in this training and read his instructions beneath the video player. [![quicktips-video-process](https://blog.regoconsulting.com/hs-fs/hubfs/Blog%20Images/2019/February/Replacements/quicktips-video-process.jpg?width=920&name=quicktips-video-process.jpg)](https://youtu.be/V97sJvxmPmA) \[embed\]https://youtu.be/V97sJvxmPmA\[/embed\] ## Create a Process | Send an Action Item We're going to create a new, simple process that sends an action item. After you've logged into Clarity PPM, hover your mouse over the "Administration" menu > "Data Administration" and select "Processes." At the bottom of the screen, click the "New" button. Now it's time to name your process. For this process demo, Juan names it "Sent Action Item" and creates the "Process ID" name, "sent\_action." Putting a description is optional, and then select "Save" > "Save and Continue." Because this process is not going to be tied to an object, on the next two screens Juan clicks "Continue" > "Continue." ## Start Step | Actions On your start step you have "Actions." Underneath "Actions," click the "New" button. For this case, Juan selects the first action, "Manual Action," which says, "Send an Action Item to a resource, group, role or profile." Then he clicks, "Next." Juan names the "Action Name" descriptively, "Send Action." The "Action ID" is action\_1." That's it. It's time to select "Approved" and "Done" under the "Actions" section. ## Email Actions When an action item is sent to a user, it's actually an email. Therefore, Juan titles the subject of the email, "Please Review." It's time to select the recipients. Scroll down a little and select the assignee category. Clarity PPM has pre-determined roles you can send to. You can also send to a group or a particular resource. In this case, Juan decides to send the action item to one resource. He selects that resources, selects "Add," and clicks "Save" > "Save and Return." Since there's only going to be one step, we're going to go from Start to Finish. Select "Finish" and "Add" then "Save" again. ## Validate a New Process On the same screen, click on "Save and Validate" > go to "Validation" > " Validate All." And now your process is in the Active Mode. Juan goes back into the "Properties" tab to make sure everything is there and that the mode is, indeed, "Active." After selecting "Save," you're ready to schedule this process. --- Have an idea for a Clarity PPM Quick Tip? Tell us about it in the comments. ### **Let Rego Be Your Guide** Rego also offers [free health assessments](https://regoconsulting.com/clarity-ppm/#health), [webinars,](https://regoconsulting.com/events-ca-ppm/) and [half-day training classes for Clarity PPM](https://regoconsulting.com/free-pm-and-jaspersoft-training/)  on Roadmaps in the Modern UX, Power BI, Portfolio Management, and Jaspersoft.  For a full list of Clarity PPM Services, visit [regoconsulting.com](http://regoconsulting.com/).  By [Rego Consulting](https://blog.regoconsulting.com/author/rego-consulting)|June 29, 2015 #### Share on Social Media - [Tweet](https://twitter.com/share) ### About the Author: [Rego Consulting](https://blog.regoconsulting.com/author/rego-consulting) ![Rego Consulting](https://blog.regoconsulting.com/hubfs/Blog%20Images/Rego%20Consulting.jpg) As the leading PPM, ITBM, and Work Management services provider, Rego Consulting has helped hundreds of organizations achieve a higher return on their software investment, including 50% of Fortune 100 and 70% of Fortune 20 companies. ### Related Posts ![blog_4_necessities_for_a_pmo_charter_gartner](https://blog.regoconsulting.com/hubfs/Blog%20Images/2018/February/4%20necessities/blog_4_necessities_for_a_pmo_charter_gartner.png) [Permalink](https://blog.regoconsulting.com/4-necessities-pmo-charter) #### [Clarity PPM | Four Necessities for a PMO Charter](https://blog.regoconsulting.com/4-necessities-pmo-charter) February 28, 2019 | [0 Comments](https://blog.regoconsulting.com/4-necessities-pmo-charter#comments-listing) ![upgrading_Blog](https://blog.regoconsulting.com/hubfs/upgrading_Blog.jpg) [Permalink](https://blog.regoconsulting.com/whats-new-in-ca-ppm-clarity-15.5-modern-ux-features) #### [Clarity PPM | Should We Upgrade to 15.5? 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