---
title: "Add process groups"
slug: "add-process-groups"
description: "Learn how to structure business processes using groups and categories in D365 F&SCM for effective modeling and task management."
tags: ["Task", "RapidValue", "RV"]
updated: 2026-03-20T13:47:26Z
published: 2026-03-20T17:46:46Z
canonical: "docs.staedean.com/add-process-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add process groups

You can use groups to structure the processes in a phase or a supporting process. Usually, you use groups to group processes that have a similar purpose or are done by similar roles. However, you can use them to provide any structure.

Add a group to these types of business processes:

- Phase
- Group
- Supporting processes

### Steps

1. Click **Business process modeling**.
2. Click the **Business processes** tab.
3. Click Edit **hierarchy**.
4. In the tree, select 'a node'.
5. Click **New**.
6. Fill in the fields on the **New** tab of the dialog.

In the **Name** field, type a value.
7. In the **Type** field, select '**Group**'.
8. In the **Area** field, enter or select a value.
9. You can use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security.

For each business process, you can define to which categories it belongs. You can use business process categories to:

In the **Category** field, enter or select a value.
  - Publish a subset of business processes to a business process library in Lifecycle Services.
  - Record or play task guides in another D365 F&SCM environment. On a category, you can define a connection to another D365 F&SCM environment.
10. Click **OK**.

> [!NOTE]
> **Notes**
> 
> You can also cut/copy and paste a business process. To do so, select a business process and in the **Hierarchy** pane, click **Tools**, **Cut** or **Copy**. Select another business process and click **Tools**, **Paste**.

## Related

- [Design business process hierarchy](/design-business-process-hierarchy.md)