Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.


This article explores how to add Steps to Core Processes and Sub-Steps below the Steps.

Note: Only the Roles of Owner, Admin, and Manager can add or edit Processes.

Creating New Steps

A Core Process* is a core function of your company, such as Marketing and Finance.

To create a new Step* below a Core Process*, click the Add New Step icon (black plus sign) at the bottom center of the Core Process*. Once the Core Process has at least one Step, you can View Steps or Collapse Steps using the arrow icon at the bottom center of the Core Process*.

Tip: Clicking View Steps will fully expand all Steps* and Sub-Steps*, but you will no longer be able to see other Core Processes*. Use Collapse Steps to see them again.

Once one Step* has been created, add the next Step* to that same Core Process* by clicking the Add New Step icon (blue plus sign). Create a Sub-Step* by clicking the Add New Sub-Step icon (black plus sign).

When you need to communicate about these items, you have options:

  • Use a direct link to the Core Process*, Step*, or Sub-Step* tile

  • Refer to the Step* number and Sub-Step* letter

Example: To refer to a specific Step* in a Core Process*, we'll often say, "HR Sub-Step 1A."

Assign an Owner

Assign an owner by clicking the person icon on the tile. This will pull up a list of people from the Responsibilities Chart* to choose from.

Note: In order to assign any part of a Process to a person, they must be assigned to a Responsibilities Chart* Seat.

View and Edit Tiles

Use the View Details icon (block arrow) to open and edit the details of any Core Process*, Step*, or Sub-Step* tile. The title and description will save automatically when changed.

Create a Details List

Under Details, click Add Item to include a detailed bullet point list (such as a checklist or a simple breakdown of the process). Click Add Item again to add an additional point. Use the Delete List Item icon (X) to remove a list item. Hover to the left of each item and use the drag handle icon to rearrange Details.

Attach a KPI

KPIs* that have been created for the Scorecard* can be added to any Step* and Sub-Step*. Think about what KPIs* to connect to judge the Process* effective.


  • Are all Steps* being completed?

  • How do I know these Steps* are being completed successfully?

Attach a Document

Any file type can be attached to a Step*. All users can see the Process page. There are no permissions around documents, so anyone will be able to download and view these items.

Related articles

Did this answer your question?