1. Select the job description title from the Dashboard to organize processes in your Control Panel.
  2. 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.

  3. Click “Create group” to create a new section for processes.
  4. Click “Save” to finalize the creation of the new group.
  5. 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
  6. Change the title of a group by clicking the “Edit Group” button, entering the new title, and selecting “Save.”
  7. 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.

  8. Reorder groups by dragging and dropping the group titles into your preferred order.