# Process settings

> Find process definitions and understand stages, statuses, fields, task naming, pinning, and sidebar configuration at a high level.

URL: https://www.agencytitan.com/help/settings/process-settings/

Use **Process settings** to define the structure and data behind repeatable tasks. This guide identifies the main configuration surfaces without covering deep process authoring.

## Who this is for

Agency team members who review or change process definitions. Opening the list requires **View Process Definitions** or **View Processes**. Creating a definition requires **Create Process Definitions**. Changing stages, fields, or process settings requires **Edit Process Definitions**.

## Find a process definition

1. Open **Settings**, then **Tasks & Processes**, then **Processes** ([/settings/processes](https://app.agencytitan.com/settings/processes)).
2. Use **Search processes...** or the **All**, **Active**, and **Archived** filters to find a definition.
3. Use the folder and layout controls when you need another way to organize or scan the list.
4. Select a process name to open its configuration.

![Processes settings list with search, All Active and Archived filters, Add Folder, New Process, process rows, and recent definitions in the sidebar](/docs/screenshots/settings-process-v1/process-definitions.png)

The list shows each process's stages and available operational information such as fee, estimated time, use, and program count. Select **New Process** to begin a new definition or **Add Folder** to organize definitions.

## Understand stages

Open a process, then select **Stages** ([/settings/processes/:id/stages](https://app.agencytitan.com/settings/processes/:id/stages)). Use **List** or **Flow** to switch how the structure is displayed.

![Process Stages in Flow view with two main stages, active task counts, Add Stage and Add Sub Stage controls, and a Branch Stages area](/docs/screenshots/settings-process-v1/process-stages.png)

- **Main flow** stages form the primary task path.
- **Sub Stage** adds a nested stage below an existing stage.
- **Branch Stage** adds a separate branch-stage area.
- Each visible stage card shows its active task count and stage actions.

Stages define the path used by tasks created from this process. Keep the order and branch structure understandable before your agency relies on the definition for live work.

## Understand process fields

Select **Fields** ([/settings/processes/:id/fields](https://app.agencytitan.com/settings/processes/:id/fields)). Fields define the data your agency can track for each task created from the process.

![Process Fields list for a retainer process showing field names, types, shortcodes, required flags, and New Field](/docs/screenshots/settings-process-v1/process-fields.png)

Use **New Field** to create each field the process should collect. Field type and layout choices are part of deeper authoring and should follow your agency's data standards.

## Configure task naming, pinning, statuses, and sidebar defaults

Select **Settings** for the current process ([/settings/processes/:id/settings](https://app.agencytitan.com/settings/processes/:id/settings)).

![Process Settings with Primary Name Field, Pin for Me and Pin for Everyone, Process Statuses, and Default Sidebar sections](/docs/screenshots/settings-process-v1/process-statuses.png)

The visible configuration includes:

- **Primary Name Field** chooses the process field that identifies each task. AgencyTitan can automatically detect the best field when none is chosen manually.
- **Pin for Me** keeps the process prominent for you; **Pin for Everyone** makes it visible to all team members.
- **Process Statuses** define the task lifecycle and related business logic. Select **Edit Statuses**, **Use Template**, or **Save as Template** as needed.
- **Default Sidebar** controls which sections appear in the task sidebar and their order.

The visible status set includes **Not Started**, **In Progress**, **On Hold**, and **Complete**. Your agency can configure a different set.

:::caution[Process settings shape future task work]
Review changes with the people who use the process. Stage, field, status, and sidebar choices determine how the process is presented when the team works its tasks.
:::

## Expected result

- The process appears under the correct active or archived filter and folder.
- Stages show the intended main flow, substages, and branch stages.
- Fields represent the data the team needs on each task.
- The primary name field, status set, pinning, and default sidebar match how the team should work the process.

For the task-working experience, see [Work a task](/help/tasks/work-a-task/).

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Processes** is missing from Settings | You lack **View Process Definitions** and **View Processes** | Ask a workspace owner to grant **View Process Definitions** or **View Processes** |
| A process is missing from the list | Search, status filter, or folder excludes it | Clear search, select **All**, and review folders |
| A task has no useful name | No primary name field is selected or the selected field is empty | Choose an appropriate **Primary Name Field** and complete that field on the task |
| A field is unavailable on tasks | It is not configured on the process | Open **Fields** and review the process field set |
| A status is missing | It is not in the process's configured status set | Open process **Settings** and review **Process Statuses** |
| Sidebar sections differ from expectations | The process uses another default sidebar configuration | Review enabled sections and their order under **Default Sidebar** |

## Related articles

- [Settings overview](https://www.agencytitan.com/help/settings/overview/): Find AgencyTitan settings and understand how agency, ticket, process, notification, and personal controls fit together.
- [Work a task](https://www.agencytitan.com/help/tasks/work-a-task/): Work the current stage, update task details, complete required fields, and move a task through its configured stages.
- [Notification and personal settings](https://www.agencytitan.com/help/settings/notifications-and-personal-settings/): Configure agency-wide email and in-app notification defaults, review the notification center, and use personal agency and availability controls.