> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/coherent-control/processes/create-a-new-process-coherent-assistant.md).
# Create A New Process - Coherent Assistant
#### Entry
Open the Coherent Assistant taskpane and click **Control**. On first use, the **Initial Control Screen** introduces the three benefits of Control.
Click **Take Control** to reach the **Process List**, then click **Create New** (from template) or **Create Custom**.
**Before you start:** If the workbook is protected, unprotect it first. The Take Control button is disabled while any sheet or workbook protection is active.
***
#### Process Creation Wizard
The wizard walks you through five steps.
***
**Step 1 — Select a Template**
Browse or search for a template (e.g. *Maker Checker*, *Simple Submit*). Each template defines the roles, approval steps, lock type, and actions the process will use. Click a template to see its details, then click **Next**.
***
**Step 2 — Assign Roles**
For every role the template defines (e.g. *Auditor*, *Contributor*, *Owner*), add at least one user or team.
***
**Step 3 — Process Information**
| Field | Required | Notes |
| ---------------- | -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Process name** | Yes | Must be unique in the tenant. |
| **Description** | No | Shown in the process overview. |
| **Tags** | No | Used to filter the process list. |
| **Spark Folder** | Yes (If Upload to Spark action exists) |
Spark folder name. It will be shown only if the selected template contains the Upload to Spark Action in any of Task
Spark service name. It will be shown only if the selected template contains the Upload to Spark Action in any of Task
|
***
**Step 4 — Review Summary**
Review everything. Click **Publish** to create the process. The system will:
1\. Saves and uploads the workbook.
2\. Creates the process version in the backend.
3\. Downloads a new workbook copy and opens it.
***
**Step 5 — Conversion (automatic)**
The **Convert Control File** step runs automatically in the new workbook:
* Applies the lock type from the process definition based on Template (`non_input`, `non_static`, or `sheet`).
* Protects the workbook and sheets (with optional password).
* Sets workbook status to **Created**.
* Opens the **Process Control Overview**.
***
### Creating a Controlled Instance from an Existing Process
Use this flow to create a new controlled workbook linked to a process that already exists, without creating a new process definition.
#### Flow
1\. On the **Process List**, find the process (search or browse) and click it.
2\. Confirm the **Create Controlled Instance** dialog.
3\. The system saves your current workbook, then downloads and opens a **new** linked copy.
4\. Open Control in the new workbook — the **Link Control File** page runs automatically:
* Fetches the process definition.
* Locks and protects the workbook.
* Sets status to **Created**.
5\. You land on the **Process Control Overview** ready to submit.
**Tip:** Suggested processes (shared with you by a previous submission's `suggest_group` action) appear at the top of the process list, making it easy to find the right process without searching.
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