ProcessPlan Blog

    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

    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

    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

    ProcessPlan Tips & Tricks: Cascading Process Table Checklists

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, cascading process table checklists....

    11 September, 2018

    Process Tables: A New Concept That May Change the Way You Manage Your Business

    Our goal at ProcessPlan has always been to be the most innovative process management tool on the planet. That requires thinking differently, and sometimes, creating what we need from scratch....

    08 August, 2018

    Making the Switch from BPMN to ProcessPlan

    Moving from BPMN to ProcessPlan can be intimidating. There are no gateways, pools, swimlanes, or events! The transition could seem like you’re having to learn a new language. Luckily, ProcessPlan and BPMN have many commonalities that can help ease......

    05 January, 2018

    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......

    13 October, 2016