Navigating ProcessMaker (How-to)

How to navigate around the Home Page, Home Dashboard, Requests page and Tasks page in ProcessMaker.

ProcessMaker Main Pages

1. Home Page

1. Top Menu: All users should have at minimum: Home, Requests, Tasks and Designer.
2. Side Bar: Clicking on the Drake Icon will return you to the ProcessMaker Home Page. Below the Drake Icon is a list of Saved Searches available for each user. Some users may also have access to Saved Searches for specific processes.
3. Search Bar: This search allows you to query Request, Task and Collection data. 
   • Note: You will only be able to see the requests you have permission to view.
4. Start Request Button: Opens a menu of all processes that the user has permission to start a new request.
5. Notifications: Notification messages about requests and tasks.
6. User Menu: Links to user profile, ProcessMaker documentation and support, and log out.
7. Dashboard Menu: Only visible for users with multiple dashboards. Tabs for additional dashboards that the user has been granted access.

2. Home Dashboard 

3. Requests

4. Tasks 

1. Search Bar and Filters: This search bar will search request data or will accept ProcessMaker Query Language (PMQL). The filters allow the user to filter requests by Process, Status, Requester and Participants.
2. Save Search: Saves the current set of search parameters to a new Saved Search.
3. Task Options: Options to open the task or the request.
4. Self Service Tasks: View all Tasks that are in a Self Service queue that the user is a member of.