ProcessPlan Tips & Tricks: Using Favorites [VIDEO]

    Using Favorites ProcessPlan Tip

    29 Oct ProcessPlan Tips & Tricks: Using Favorites [VIDEO]

    Posted at 09:42h in tips and tricks by Ryan Williams

    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.

    Using Favorites

    Create shortcuts within ProcessPlan. Save pre-filtered reports and bookmark frequently used processes. Simply navigate to the view you'd like to save, click the plus sign, name it, and click the check mark for easy access later. Any screen or specialized search you can view in ProcessPlan can be saved as a Favorite.

    Watch the short video below to see it in action.

     

         

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