# Configuring processes

In Unifize, a process defines the structure and flow of how work is done—what fields need to be captured, who’s involved, and what stages records go through. This guide explains how to create a new process, edit an existing one, and configure default participants and owners.

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### Creating a New Process

To create a new process using the UI:

1. From the left-hand Navbar, click **Manage**.
2. In the top-right corner, click ‘**+ New Process Template’** to open the process creation panel.
3. **Fill in Process Details**
   * **Process Name** – Add a clear, descriptive name.
   * **Description** – Optional, but helpful for context.
   * **Default Participants** – Add users who should be automatically part of every record created under this process.
4. Once all fields are complete, click **Create** to add the new process.
5. **Configure the Process**

   You’ll be taken into the **Process Builder**, where you can:

   * Add sections and checklist fields
   * Define status transitions
   * Set up default values and automation
   * Configure layout and permissions

> 🎥 Watch the full walkthrough:

{% embed url="<https://www.loom.com/share/3ad30a3e2e484243a6d65d13b59b0a7f?sid=35001457-ec78-4942-874a-ebaf51ea5666>" %}

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### Editing an Existing Process

To make changes to an existing process:

1. Click **Manage** from the left-hand sidebar.
2. Find the process you want to edit in the list.
3. Hover over the process name and click the **pencil icon** to open the process configuration panel.
4. **Make Changes**

   You can update:

   * Process Name
   * Description
   * Default Participants
   * Process Owner(s)
5. Click **Save** to apply the changes. They will take effect immediately.

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### Setting Default Owners and Participants

When configuring or editing a process, you can define default user roles to be automatically assigned to every new record.

#### In the Edit Template Panel:

* **Default Owner** – Automatically assigned responsibility for new records
* **Default Participants** – Users added to the conversation and checklist by default
* **Process Owner** – Users who can modify the process configuration

These defaults streamline record creation and ensure the right people are always involved.

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The **Manage** view gives you quick access to process setup and configuration. Whether you’re launching a new workflow or fine-tuning an existing one, Unifize’s no-code builder helps you structure processes around the way your team works—visibly, collaboratively, and accountably.


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