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How To: Change the Order of Your Processes
How To: Change the Order of Your Processes

For easily changing the order of your main navigation filter.

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

You can easily re-order the Processes 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 Payroll 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. To reorder the Processes, click and hold on a Process and Drag to a new position.

    Once you're done, click Save on the bottom right of the page.


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