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How To: Add a Process

For adding an item to your main menu navigation and filter

Soraya Brown avatar
Written by Soraya Brown
Updated over 2 months ago

You can easily add a Process in the Process menu.

Processes is the main menu navigation within XBert, these are folders or labels that you use to group all your XBerts and Tasks.

e.g. Payroll XBerts and Payroll Tasks in the same folder.

  1. To Add a Process, go to the Settings menu (gear icon) on the lower left of the CONNECT Portal.

  2. Select Processes.
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  3. Add new processes by typing the name in the field at the top and pressing the + plus button.


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