ProcessPlan Tips & Tricks: Managing Other People

    Tips And Tricks

    30 Nov ProcessPlan Tips & Tricks: Managing Other People

    Posted at 13:14h in tips and tricks by Ryan Williams

    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.

    Managing Other People in ProcessPlan

    Narrow the tasks you need to see. Use the "Search" box to search for tasks assigned to specific individual(s) or user groups. Filter these even further by selecting certain "Tags" and/or "Processes." Or, note the listed Tag and Process types to see what these individuals are working on. Use "Favorites" to save this report for easy access later.

    Check task status. The status color bar on the left of each task provides a quick snapshot of whether a task is on track or past due. Instant messages allow you to ask for updates as needed.

    Activate automated actions. Set reminders to be sent to individuals and managers automatically if a task is past due. 

    Watch the video below to see it in action.

     

         

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