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:

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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.