Search for: User Guides Getting Started How to Login to Your Account Logging out Password Recovery Dashboard Right Side Navigation Bar Organization Chart Organization Chart Tutorial Zooming in and out Editing Position Titles Adding Positions Moving Positions Moving Managerial Positions Deleting Positions Printing the Organizational Chart Moving the Organizational Chart Job Descriptions Edit the Job Description Title and Objective Removing Processes from Job Descriptions Re-ordering Processes on Job Descriptions Adding Processes to Job Descriptions Print / Download Job Descriptions and Operating Mannuals Four Key Functions Four Key Functions Sub Functions Adding Processes to the Four Functions Deleting Processes Moving Processes from One Key Function to Another Moving / Recording Processes within a Key Function Printing Process Lists Process Color Identification Mark a Process as Complete Adding From a Process Library Process Documentation Tools Documenting Work Processes Edit Title and Objective of Process Creating New Process Tools Editing Existing Process Tools Delete a Process Tool The Deleted Folder Archiving a Process Tool and The Archive Folder Printing Process Tools Saving Process Tools Reordering Process Tools Inserting a Hyperlink Building Work Plans Deleting Tasks and Expectations Editing Existing Tasks and Expectations Check Lists Scripts Upload Files Documents Custom Forms Policy Notes Video Audio Using AI to Build Process Tools Control Panel What is the Control Panel? Accessing Your Control Panel Organizing Processes in Control Panels Completing Process Tools in Control Panels Printing Saved Process Tools Deleting Saved Process Tools The Saved Folder Trained Management Review What is Management Review? Accessing Management Review Training an Employee in Management Review Marking a Process Tool Master as Trained Organizing Processes for Control Panels Inside of Management Review Process Assignment Process Assignment Tutorial Selecting an Employee for an Assignment Choosing a Process to Assign & Assignment Notifications Assigning a Process, Editing an Assignment & Completed Assignments Process Assignments for Staff Reports Running a Report Account Administration What is Account Administration User Accounts User List Creating New Users Deleting a User Profile User Access Creating Control Panel Access in Account Administration Account Settings Updating Contact Information Changing Header Color and Text Color Uploading Your Logo Header Display Upgrade Account User Settings User Settings Changing Username and Password Training Webinars Touchstone Technical Training Strategy Webinars How to Videos Getting Started Process of the Week How-to Videos Nexstar Videos Contact Support Support Click and hold the position you want to move. Drag the position to the new manager position. Note: You can only move positions under different managers; reordering positions within the same level is not yet possible. Continue below for additional resources: Organization Chart Tutorial Zooming In and Out Editing Position Titles Adding Positions Moving Managerial Positions Deleting Positions Printing the Organizational Chart Moving the Organizational Chart