ProcessPlan Blog

    New Feature: Text Blocks

    Create reusable blocks of text (like standardized email signatures) and then use them anywhere you choose by applying the corresponding field tokens.  Text blocks are most commonly used in Automated Action emails.  Learn more...

    20 June, 2019

    Options for Assigning Tasks

    Make sure tasks get assigned to the right person(or people) - ProcessPlan can now assign a task to anyone in a group, everyone in a group, or the least utilized person in a group. With these options, your tasks always get assigned to the correct......

    19 June, 2019

    Collecting Customer Feedback

    In this post, we are going to build a process that will allow your customers to submit feedback to your organization and allow you to take steps in handling that feedback....

    17 June, 2019

    Searching Decision Tree Diagrams

    We recently release a new feature that allows you to easily search your ProcessPlan decision tree diagrams.  Just type a search term in the search box and all the decision tree nodes containing that search term will be highlighted in red....

    19 May, 2019

    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