> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/blueprints/creating-blueprints/processes.md).

# Processes

### Overview

Processes are the primary structure inside a Blueprint. They model workflows, phases, and workstreams for delivery tracking.

### Key Concepts

* **Process**: reusable workflow, phase, or workstream
* **Hierarchy**: parent-child rollups for navigation and reporting
* **Linking**: relationships to Systems and Segments for traceability

### How It’s Used

Use Processes to group Requirements and Tasks by business flow. Use hierarchy for rollups in reporting and reviews.

Processes defined in a Blueprint can be included in new Projects. Some UI labels may refer to Projects as Transformations.

### Benefits

* Consistent structure across Projects
* Cleaner reporting by workflow and ownership
* Faster navigation for delivery teams

### Setup Steps

{% stepper %}
{% step %}

### Create a process

1. Navigate to **Blueprints**.
2. Open a Blueprint.
3. Open **Processes**.
4. Select **Add process**.

Define:

* **Name**
* Optional fields when enabled, such as Code, Owner, and Description
  {% endstep %}

{% step %}

### Build hierarchy (optional)

Create parent processes for rollups. Add child processes that represent real subsets.

See [Process Hierarchy](/blueprints/creating-blueprints/process-hierarchy.md).
{% endstep %}

{% step %}

### Link to Systems and Segments (optional)

Link processes to Systems to clarify technology scope. Link processes to Segments to support reporting by business dimension.

* [Create Systems](/blueprints/systems-management/create-systems.md)
* [Segmentation](/blueprints/segmentation.md)
  {% endstep %}
  {% endstepper %}

### Best Practices

* Use one naming pattern across Blueprints.
* Keep hierarchies to 2–3 levels for most teams.
* Avoid creating processes for single tasks.

### Summary

Processes define the Blueprint structure used for delivery tracking.

Hierarchy and linking improve navigation and reporting.

Related:

* [Process Hierarchy](/blueprints/creating-blueprints/process-hierarchy.md)
* [Create Systems](/blueprints/systems-management/create-systems.md)
* [Systems Management](/blueprints/systems-management.md)
* [Segmentation](/blueprints/segmentation.md)


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