When visiting the Processes page on the platform, you will be presented with an overview of all the processes you have created. The more processes you create, the harder it might become to find certain processes created.
To help you group certain processes, you can create folders and add the specific processes to them.
In the process engine you can create a new folder by clicking on the Folder image on the left - Create folder, or on the Create folder button on the top right.
You can then pick your folder icon, color and name it.
Your folder will be created and added on top of your Process overview.
In this example, there are three folders that have been created.
To add an existing process to the folder, click on the triple dots of the process.
Then navigate to "Move to folder", and select the folder to add the process to.
In the "Onboarding KYC" folder for example, we now see two processes.
Please note: DO NOT delete the process from the main overview. For quick use the process is added to a folder, but once you delete the process from the below main overview, the actually process will be removed.
You can also start a new process from within a folder by clicking on the "+ Create process" button in the folder. This will add the created process automatically to the folder from which it was created.