ProcessPlan Blog

    Marquise Lane

    Recent Posts

    Enhancing Your Tasks

    ProcessPlan works like a decision tree that guides people through the tasks in a process. This works fine right out of the box, but ProcessPlan has several features that enhance tasks and make task completion easier. Let’s look at some of the ways you can enhance your tasks. All of these enhancers can be found by right clicking on a task and selecting settings or clicking the task you want to edit and then clicking the gear icon in the top corner of the screen....

    17 October, 2017 0 Comments

    Using the Template Library

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    16 June, 2017 0 Comments

    ProcessPlan Tutorial - How to Draw a Path to an Existing Task or Response

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    02 June, 2017 0 Comments

    Mindfulness Could Be Your Greatest Blessing

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    15 November, 2016 0 Comments

    Picasso and Processes

    Pablo Picasso once said, “Good artists borrow, great artists steal.” While you shouldn’t do anything illegal, I do think you should take Picasso’s advice when designing processes. Think of yourself as a process artist who designs processes that are efficient works of art!...

    17 October, 2016 0 Comments

    What is a Process Field?

    A Process Field is a vessel that carries information throughout your process. Currently, ProcessPlan has 18 different field types and four optional field settings.  Field types cover a broad range, so there is bound to be a field type to hold whatever type of data you may require. (If not, let us know!) The optional field settings also give you extra power and flexibility. For example, if you require a client to enter contact information at the beginning of a process, ProcessPlan will not allow the process to be started without that information and that data will be carried throughout the process....

    13 October, 2016 0 Comments

    Failing to Plan is Planning to Fail

    A wise individual once said, “failing to plan is planning to fail”. I know it’s cliche, but this quote is true in life and in ProcessPlan. ProcessPlan makes it easy to map out your process by just clicking and dragging, but what you are clicking and dragging is far more important. Taking the time to really think about your process and what you want to accomplish will help you get the most out of your ProcessPlan experience. Don’t be afraid to sketch ideas on a whiteboard or a piece of paper before drawing your template in ProcessPlan. Don’t worry about messing up because you can easily edit the process template if you come across a new step in the process or a more efficient way to do things. Think of this initial planning time as “helping out your future self”, as one of my coworkers puts it....

    12 October, 2016 3 Comments