Need to make changes to an existing Collection? See how to make edits and move Subjects from one collection to another below. ⬇️

To edit an existing collection:

  1. Navigate to Processes on the left navigation

  2. Find the collection you want to edit

  3. Click the three dots on the collection and click "Edit"

  4. This will take you into the collection itself and open a modal to add new subjects

  5. Search and add new subjects if desired

  6. Exit out of the modal to view the current collection

📝 Note: You cannot delete a Subject from a collection. You'll need to move it to a different collection or drag it into "Ungrouped" at the bottom of the Processes page.

To move a subject to a different collection:

  1. Navigate to Processes on the left navigation

  2. Find the subject you want to move

  3. Click the three dots to the right of the subject

  4. Click "Move"

  5. Select the Collection you would like to move the subject to

  6. Click "Save"

🔥 Pro Tip: You can also move Subjects from one collection to another by dragging and dropping! See how below ⬇️

Learn more about Collections here.

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