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Process: Build Steps & Sub-Steps
Process: Build Steps & Sub-Steps

Add and edit Steps and Sub-Steps by adding checklists, connecting KPIs, attaching external documents, and assigning owners.

Christine Watts avatar
Written by Christine Watts
Updated over a week ago

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

Creating New Steps

A Core Process* is a core function of your company, such as Marketing and Finance. Only the Owner*, Admin*, and Manager* Roles can add or edit Processes.

To create a new Step* below a Core Process*,

  1. Click Add New Step icon (black plus sign) at the bottom center of the Core Process*.

  2. 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*.

  3. 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).

  4. Create a Sub-Step* by clicking Add New Sub-Step icon (black plus sign).

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

When you need to communicate about these items, you have two 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 displays a list of people from the Responsibilities Chart* to choose from.

Note: In order to assign a Process to a person, they must be assigned to a Responsibilities Chart* Seat and added to the company as a licensed user.

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 save automatically when changed.

Create a Details List

  1. Under Details, click Add Item to include a detailed bullet point list (such as a checklist or a simple breakdown of the process).

  2. Click Add Item again to add an additional point.

  3. Use the Delete List Item icon (X) to remove a list item.

  4. Hover to the left of each item and use the drag handle icon to rearrange Details.

Attach a KPI (Measurables)

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* are effective.

Questions to ask,

  • 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 can download and view these items.

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