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New Process page - Folders and Pinned Processes

Folders and Pinned Processes on the Processes page

Tony Sullivan avatar
Written by Tony Sullivan
Updated this week

You can now:

  • Pin your most-used processes to the nav for quick access

  • Organize your processes into folders

Notes on Pinning.

Pinning is done by selecting a process and clicking on the star next to the process name.

Once Pinned, the process will be listed beneath Processes in the left menu.

Folders

To place your processes into Folders, follow these steps.

  1. Click on 'New Folder' in the Upper Left

  2. Give the folder a name and a color, then click Create.

  3. The new Folder will display near the top of the Processes panel. To add processes to the folder, go to the desired process and click on the ellipsis (...)

  4. Select the destination folder.

  5. You're done!

To remove a process from a Folder

1. Open the folder to expand its contents.

2. Go to the desired process and click on the ellipsis (...)

3. Select 'Remove from Folder'

That's it!

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