How can I assign a process step to a category?

In this chapter we will explain how to assign a process step to a category.

To assign one or more process steps to a category, click on System under Settings.

System

Next, you need to click on Categories and Processes.

Categories and Processes

In the overview, by clicking on the category, the category can be selected to which a process step is to be assigned.

Choose a category

Click on the category to select it.

Category chosen

Under available process steps, one or more process steps can be selected by clicking on the checked box.

Choose a process step

After selecting one or more process steps, it must be assigned to the category by clicking on the blue arrow.

Take over process step

Subsequently, a process step is assigned to the category.

Process step added