Using the Help me decide wizard to choose a project type

To use the Help me decide wizard to choose a project type

1. In Workflow Manager, click File > New Project and select the Help me decide link.

   See Opening Workflow Manager.

2. On the Welcome panel, choose if the process should assign tasks.

   Click Yes or No.

3. On the Process Function panel, choose the option that best describes the process.

   If you selected Yes in step 2 , the Process Initiation panel appears. Go to step 4.

   If you selected No in step 2, the Process Name panel appears. Go to step 5.

4. On the Process Initiation panel, choose how your process initiates.

5. On the Process Name panel, name your project.

   Use a name that represents the function of your project (for example: SendVacationScheduleToManager).

6. Click OK.

7. On the Summary panel, check the settings and click OK.

   The new project template opens for editing.