Process Automation

Bizagi Plans

Discover a new world in project management with Bizagi Plans. Start collaborating with team members in activities created on-the-fly and track a Plan’s progress as it is developed and executed.

Learn how knowledge workers can create a sequence of activities for unpredicted scenarios, allocate work to other team members, set goals and deadlines and monitor a Plan easily from the Work Portal.

This is a free course, at the end you can claim your Award on completion or if you want to take the exam and get your Bizagi certification.

How it works

We recommend the course taker to view the course’s resources and reproduce them in his/her local environment in order to clarify any possible doubts he/she might have regarding procedure, practice or theory involved in the exercises.

The effectiveness of the course is directly related to the effort that is invested in it. The resources are available for free for anyone who wants to learn something about Bizagi Plans, but the results achieved are dependent on the amount of time and work the learner is prepared to commit to the course.

Recommended background

This course is aimed at any knowledge worker who wants to know how to create a series of activities from the Work Portal.

Extra resources

No matter how you learn best, or whether you are looking for free or personalized learning experience, Bizagi offers a number of complementary options to meet your learning requirements.
Select and combine the learning methods you prefer to accelerate your learning journey.


    • Learn how to create Plans: define activities, goals and performers, set deadlines, and much more.
    • Discover how to develop an activity, share ideas and files and follow the progress of a Plan.
    • Check out how to manage a Plan’s progress, following it from inception to completion.

Topics outline

    • Introduction
    • How to enable the Me Plans section
    • How to create and develop Plans
    • How to monitor Plans

Continue the Process Builder Learning Journey

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