- Select the job description title from the Dashboard to organize processes in your Control Panel.
- Organize processes by creating new groups and dragging and dropping process tools into those groups.
Note: Organize Management Review by type of work (e.g., sales, managerial) and/or timing (e.g., daily, month end). Move work from the Default process list to your new groups. New processes added to a Job Description will appear on the Default process list and need to be moved to the appropriate group.
- Click “Create group” to create a new section for processes.
- Click “Save” to finalize the creation of the new group.
- Move processes by clicking and holding the title of the process, then dragging and dropping it into the new group.
Note: Click the group title to expand the list of processes in that group - Change the title of a group by clicking the “Edit Group” button, entering the new title, and selecting “Save.”
- Delete a group by clicking the red “Delete Group” button. Processes in the deleted group will automatically move to the Default Group.
Note: When deleting a group with processes in it, the processes will be moved to the Default Group.
- Reorder groups by dragging and dropping the group titles into your preferred order.
