ProcessPlan Blog

    How to Justify a Workflow Management System to Your Boss

    If you need a workflow management system in your business, try these key steps to improve the odds that you'll get the support you need from upper-level management. ...

    08 March, 2019

    What Workflow Automation Can Do For Your Business

    A workflow diagram by itself doesn't get the job done. Use workflow automation to bring that whiteboard to life and put your workflows to work....

    17 January, 2019

    ProcessPlan Tips & Tricks: Managing Other People

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to take advantage of all the features in ProcessPlan to easily manage other people....

    30 November, 2018

    Use The Decision Tree Framework To Improve Process Management

    Decision trees are a valuable tool for business. They set out complex decision processes in a way which is visually clear while being suitable for workflow management. Read on to learn the benefits of using the decision tree framework to map out and......

    19 November, 2018

    ProcessPlan Tips & Tricks: Managing Random Task Assignments

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to manage one-off, singular tasks that may not fit in an existing, defined process....

    13 November, 2018

    ProcessPlan Tips & Tricks: Displaying More Process Fields [VIDEO]

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to customize the information that displays on your in progress process cards....

    06 November, 2018

    ProcessPlan Tips & Tricks: Using Favorites [VIDEO]

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to make the most of the "Favorites" section, so you can reference frequently used items quickly....

    29 October, 2018

    ProcessPlan Tips & Tricks: Passing Task Notes [VIDEO]

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, passing notes from one task to the next, so that as a process progresses you can pass notes for users to see later on in the process....

    22 October, 2018

    ProcessPlan Tips & Tricks: Editing Process Instance Diagrams

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, editing process instance diagrams. Specifically, how to edit a single instance of a process that is currently in progress....

    15 October, 2018

    ProcessPlan Tips & Tricks: Dynamic Task Ownership

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, dynamic task ownership. Specifically, how to assign a task (or a process) to an entire group of people and then allow one user to take the lead....

    01 October, 2018

    What's New in ProcessPlan

    You asked, and we listened. Thanks to your feedback, ProcessPlan is better than ever. Take a look at the new features available....

    24 September, 2018

    ProcessPlan Tips & Tricks: Approving Process Table Field Values

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, approving process table field values....

    14 September, 2018