#4 Learning Module: Manage Processes in the Processes Menu

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A. Learning Objectives

By the end of this module, you’ll be able to:

  • Navigate the Processes menu
  • Organize processes using folders and subfolders
  • Create, publish, deactivate, edit, import, export, and delete processes

B. What Is the Processes Menu?

The Processes menu is your main workspace for managing automated processes in Process Studio. It’s where you can view, organize, and configure all your automated processes. From here, you can create new processes or manage existing ones with just a few clicks.

C. Processes Dashboard Overview

Feature What It Does
Processes Menu Main hub to manage all processes
Folder Menu Organize processes in folders and subfolders
Import Button Upload a JSON file to import a process
+ Automated Process Button Create a new process
Toolbar (Columns, Filter, Export) Customize and export your table view
Processes Table View all processes, their status, and available actions

D. Hands-On With Dashboard Menu

  • Create a Folder or Subfolder

1. Click the Create Folder button.
2. Name your folder and click the check icon to save.
3. Repeat in any folder to create subfolders.

  • Rename or Delete a Folder
  • Click the folder menu.
  • Select Rename or Delete Folder.

⚠️ You can only delete empty folders.

  • Drag and Drop
    • Move folders by dragging them where you want them in the structure. Changes are saved automatically.

💡Tip:
Law firms often organize folders by legal area (e.g., Immigration, PI, Mass Tort), but you can customize the structure to fit your team.

E. Managing Processes

Action Steps
Create Click + Automated Process, name it, select a trigger, click Create, then configure and Save.
Move Click the options icon > Organize / Move Folder > Choose folder > Save.
Publish For inactive processes, click options icon > Publish.
Deactivate For active processes, click options icon > Deactivate.
Edit Click on a process name to open the editor. Make changes and Save. You can only edit inactive processes
Export Click options icon > Export to download as JSON.
Import Click Import, upload a JSON file, then Save.
Delete Click options icon > Delete > Confirm deletion.

F. You’ve Learned

The Processes menu is where all your automation management happens. Use folders to stay organized and the dashboard tools to streamline how you create, update, or share processes.

Next Module: Using the Process Studio Editor.

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