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Categories/Tags grouping

Kestutis Vansavicius avatar
Written by Kestutis Vansavicius
Updated over 5 months ago

If you want a one-step-above overview of your dashboard progress, you can group processes by categories, category groups (if your account uses category groups) or tags in the dashboard, simplifying navigation and progress tracking.

For example, add categories such as funds or process categories, assign them to subprocesses, and see them grouped under a fund or process category card on the dashboard.

To enable this, simply click on 'View Settings' in the upper right corner of the dashboard and select the categories grouping option.


​This groups all processes belonging to a specific category and makes it easier to get an overview if you have many processes.

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