Create business processes in Studio Free

Studio Free

You design a business process by adding elements to the working area, arranging them, connecting, and adding their descriptions.

Note. The development of business processes in Creatio is based on the BPMN 2.0 notation developed by the Object Management Group consortium. Learn more about the BPMN notation on the OMG consortium’s website.

Create a new process 

Add a new business process in the following ways:

  • Click add_icon.png in the Studio toolbar and select Process. A new process will be added to the currently selected process library folder.
New process A
  • Select a process library folder and click New process.
New process B
  • In a process library folder menu, click process_library_folder_menu.png and select New process.
New process C

Add elements to a business process 

There are two ways of adding process elements in Creatio:

  • Drag&drop an element from the element toolbar.
Add start event
  • Drag an element from any element on the diagram. This will add the corresponding new element, connected to the previously selected element with a sequence flow.
Drag elements from previous

Add flows 

To connect two elements on the diagram with a flow, click the first element, click flow_button.png flow in the element context menu, then drag the flow to the second element. After the new flow has been added, you can change its position on the diagram, and the flow type (conditional or default).

Add flow

Change the element type 

The process element toolbar and process element context menu contain general categories of elements: action, start/intermediate/end event, gateway, flow.

To add a specific process element first add an element of the corresponding category (e.g., “action”), and then set its type (e.g., “User action”).

To change an element type:

  1. Select the element.
  2. Click optins_gear_button.png in its context menu.
  3. Select the needed type from the menu that appears.
Change element type   

Similarly, you can change types of other elements:

  • To add a loop, parallel_marker.png parallel, sequential_marker.png sequential, or compensation_marker.png compensation marker to an activity – select it, click optins_gear_button00001.png in its context menu, and select the needed marker.
Set marker
  • To add a conditional_flow.png conditional flow or default_flow.png default flow, add a flow_button00002.png sequence flow, select it, click optins_gear_button00003.png in its context menu, and change its type to the needed one.
Set flow type

Add description 

Use the setup area of the Process Designer to change the process or element name and add a description, which is vital for documenting business processes.

Adding descriptions

Make sure that you populate a description for the process and each of its elements. Description normally explains what happens when the element is executed as part of the process flow.

You can open the settings toolbar in the following ways:

  • Double-click an element to open its setup area. If you double-click the empty process designer working area, the process setup area will open.
  • Click on the top right side of the Process Designer window to open the setup area of the currently selected element. If no elements are selected, the process setup area will open.

Add lanes 

Swimlanes are a means of organizing elements on the diagram. They usually denote different process participants, as well as organize and categorize activities. You can add swimlanes at any time, but it is generally recommended to map them first and add other elements on the needed pool/lane, to exclude rearranging existing process steps.

  • To add a pool.png pool, drag it to the designer working area from the element toolbar.
Add pool
  • To add a lane, select a pool on the diagram and click lane_up.png or lane_down.png. A lane will be added to the selected pool in the corresponding position.
Add lane
  • To split a lane in two, select the lane and click split_lane.png.
Split lane

Select and move elements 

Use the lasso_tool.png Lasso tool to select several elements at once. Selected elements can be moved, copied (Ctrl + C), or deleted (Del).


Use space_tool.png Space tool to shift all elements on the diagram left/right or up/down. This tool applies to all elements to the right or left from the cursor – when shifting elements horizontally. Likewise, when shifting elements vertically, the tool will apply to all elements above the cursor (when shifting upwards) and all elements below the cursor (when shifting the elements downward).


The arrow_tool.png Arrow tool is the default mode in which you work with the elements on the working area. Use the toolbar to switch the cursor back to Arrow after using Lasso or Space tool.


Drag&drop the working area canvas to navigate large diagrams. Use the mouse wheel while holding down the Ctrl key to zoom. Use the zoom menu to restore default zoom and alignment.


Use the mini-map for fast diagram navigation.

Mini map