ProcessPlan Blog

    Building an IT Ticketing System

    In this post, we are going to build a process that will serve as a ticketing system to help your IT department manage the support requests they receive....

    09 September, 2019

    New Feature: Update Custom User Fields via Automated Action

    You can now make changes to Custom user fields using an Automated Action. Automating the management of custom user fields allows you to standardize custom user field values across your organization without the legwork!...

    06 September, 2019

    More Privacy on your Public Forms

    Using the IP Whitelist feature on Public Forms, you can limit access to your public forms to certain IP addresses. Take more control of your information and ensure that only authorized users have access to your forms....

    04 September, 2019

    New Feature: Absolute Start/Due Dates

     Ensure you always meet your deadlines and SLAs with Absolute start/due dates. Task start/due dates can be set to specific times like the 10th day of every month at 9 AM. Learn more....

    04 September, 2019

    New Feature: Time on task cards

    Tasks on your ProcessPlan worklist now show what time a task is due. Users know exactly what is expected of them without any extra effort....

    04 September, 2019

    New Feature: Add Color to Responses

    Increase accuracy within your processes by adding color to your responses so users can easily differentiate between them. For example, a “negative” response to a task can be colored red to help it stand out from the typical green response....

    03 September, 2019

    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