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Organize processes into folders

Organize active processes into folders

Section titled “Organize active processes into folders”

You can group active processes into folders in the Tracker view - by client, project, status, or whatever makes sense for your team. Here’s how it works.

How do I create or add processes to folders?

Section titled “How do I create or add processes to folders?”
  1. Go to the Tracker view.
  2. Click the three dots (…) menu on the process card you want to organize.
  3. Select Add to Folder.
  4. Dialog box to create a new folder for organizing processes
  5. Choose an existing folder or click Create Folder to make a new one.
  6. Select the folder and confirm.

Once a process is in a folder, you can filter the Tracker view to show only that folder’s processes:

  1. Click Add Filter at the top of the Tracker view.
  2. Choose the Folder filter.
  3. Pick the folder name.
Process list filtered by Client related folder (46 chars)
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