Process Groups

Process groups organize your templates into categories, such as departments or business areas. The group’s name and icon appear wherever templates are listed: the start-a-process screen, template administration, calendars, and reports, so a tidy set of groups keeps every one of those screens scannable.

Groups are managed under Administration > Processes > Process Groups. The list shows each group’s icon, Process Group Name, and Description.

Create a group

1. Click New Process Group

2. Enter the Group name

3. Click Choose an icon and pick an icon for the group

4. Optionally add a Group description

5. Click the Save icon

Assign a template to a group in its template settings. To remove groups you no longer need, select them in the list and use the delete button.