---
title: "Process Builder overview"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/process-flow/"
md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/process-flow.md"
last_updated: "2026-05-28T20:12:47.271Z"
description: "Learn how to use Process Builder in Nutrient Workflow Automation. Covers the canvas, navigation controls, task status indicators, and the Tasks menu."
---

# Process Builder overview

The Process Builder serves as the primary tool for viewing process structures and configuring tasks within Nutrient Workflow Automation. This section covers the following topics:

- Process builder canvas and navigation

- Tasks menu![Drag-and-drop interaction on the Process Builder canvas](@/assets/guides/workflow-automation/files/1366/drag_and_drop.gif)

## Process Builder canvas and navigation

The Process Builder provides a canvas to build your process. When you first create a process, a blank canvas appears with default **Start** and **End** tasks:![Blank Process Builder canvas with Start and End tasks](@/assets/guides/workflow-automation/files/1366/process_builder.918x0-is.png)

Interact with the canvas by dragging and dropping options from the **Tasks** menu.![Tasks menu in the Process Builder](@/assets/guides/workflow-automation/files/1366/task_menu.195x0-is.png)

Alternatively, you can use the context-sensitive menus for each task:![Context-sensitive menu for a task on the canvas](@/assets/guides/workflow-automation/files/1366/config_task_menu.850x0-is.png)

As you add more tasks, the canvas extends beyond the visible browser window. Use the right and bottom scroll bars to view additional tasks.

- **Refresh** — Use this when multiple administrators modify the process flow simultaneously. If another admin makes a change while you have the process open, select **Refresh** to update your view.

- **Print** — Opens a new window to print the process view.

- **Auto Arrange** — Rearranges the flow into a horizontal or vertical hierarchical layout using built-in algorithms.

You can't revert to a previous flow design after using **Auto Arrange**. Consider this before you select either the horizontal or vertical option.

### Task status indicators

The canvas displays visual indicators on tasks to alert you to configuration issues:

- **Yellow warning icon** — Appears when a task lacks required configurations, such as task setup or recipients, or when the task has [invalid rules](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md#invalid-rules-detection). Hover the pointer over the task to view a tooltip with details. This indicator also appears on the End task when it has invalid rules.![Auto Arrange and navigation options on the Process Builder canvas](@/assets/guides/workflow-automation/files/1366/auto_arrange.png)

## Tasks menu

The Tasks menu is available in the left panel of the Process Builder canvas. To add a new task, perform the following steps:

1. Click and drag a task from the menu.![Tasks menu in the Process Builder](@/assets/guides/workflow-automation/files/1366/task_menu.195x0-is.png)

2. Drop the task at your preferred position on the canvas.![Dragging a task from the Tasks menu onto the canvas](@/assets/guides/workflow-automation/files/1366/drag_and_drop.gif)

3. Enter a name for the task after placing it on the canvas.

Refer to the [task overview](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks.md) guide for more information on adding tasks to a process, task configurations, and task types.
---

## Related pages

- [Optimize your workflow with Flow View capabilities](/guides/workflow-automation/admin-guide/processes/process-menu/flow-view.md)
- [Optimize your processes with effective KPIs](/guides/workflow-automation/admin-guide/processes/process-menu/kpis.md)
- [Communicate within requests using discussion tabs](/guides/workflow-automation/admin-guide/processes/process-menu/discussion.md)
- [Customize the request detail screen for efficiency](/guides/workflow-automation/admin-guide/processes/process-menu/request-detail-config.md)
- [Manage tasks effectively in your workflow automation](/guides/workflow-automation/admin-guide/processes/process-menu/task-list-view.md)
- [Test your processes effectively with Run Request](/guides/workflow-automation/admin-guide/processes/process-menu/run-request.md)