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.
To Add a Process, go to the Settings menu (gear icon) on the lower left of the CONNECT Portal.
Select Processes.
Add new processes by typing the name in the field at the top and pressing the + plus button.
Mark your process as billable or non-billable.
To mark a process as billable, select the dollar sign button. The button will now be colored purple which will mark all XBerts or tasks under the process as billable by default.
To mark the process as non-billable, deselect the same dollar sign button. The dollar sign button will now be grey.
