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Processes Menu

For easily working through tasks one process at a time, it can also be used along with the Date Range and the Client Column.

Soraya Brown avatar
Written by Soraya Brown
Updated over 3 months ago

You can easily set up the Processes menu to reflect your internal processes, this makes it easier for your team to work through a specific process at a time. e.g. Payroll.

The Processes menu is on the left-hand side of the Work Board.

To see all work items under one of the Processes, select the process e.g. Purchases

All the items under that process will appear in your Work List.


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