Skip to main content
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 a week 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 panel menu (hamburger icon) on the top right of the CONNECT Portal.

  2. Select Settings.

  3. Select Processes from the menu on the left.

  4. Add new processes by typing the name in the field at the top and pressing the + plus button.

What's Next?

Did this answer your question?