See these pages for steps to create and set up a Process template.

Create a Business Process Template - start by creating one or more templates.

Add Tasks to a Business Process Template - before assigning to multiple projects, make each template as complete as possible.

Assign a Business Process to a Project - the system uses the template to generate a Project Process and retains the template for use again later.

Assign a Process Task to an Organisation - for a given Process, each Task must be designated with who should take action.

Assign a Project Process to a Location or Asset - for any given Process, this is the step that makes all Tasks actionable.

Add Tasks to a Project Process - when a Project Process is already deployed and the need for additional action items becomes apparent.

Copy a Process - can save time if an existing Process template is similar enough to a template that's needed.

Remove Processes from Locations - if for whatever reason you need one or more Processes removed from one or more Locations, there are several options for proceeding.

Change the Task Order - you can change the prescribed Task completion sequence by changing the sequential order of the Process Tasks as they appear in the Tree.

Delete a Task from a Process - you can remove a Task from a Business Process template at any time. For a Project Process, you can remove it as long as the Task hasn't moved beyond its initial status.