ProcessPlan Blog

    Marquise Lane

    Recent Posts

    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

    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

    Enhancing Your Tasks

    ProcessPlan works like a decision tree that guides people through the tasks in a process. This works fine right out of the box, but ProcessPlan has several features that enhance tasks and make task completion easier. Let’s look at some of the ways......

    17 October, 2017

    Using the Template Library

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    16 June, 2017

    ProcessPlan Tutorial - How to Draw a Path to an Existing Task or Response

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    02 June, 2017

    Mindfulness Could Be Your Greatest Blessing

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    15 November, 2016

    Picasso and Processes

    Pablo Picasso once said, “Good artists borrow, great artists steal.” While you shouldn’t do anything illegal, I do think you should take Picasso’s advice when designing processes. Think of yourself as a process artist who designs processes that are......

    17 October, 2016

    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

    Failing to Plan is Planning to Fail

    A wise individual once said, “failing to plan is planning to fail”. I know it’s cliche, but this quote is true in life and in ProcessPlan. ProcessPlan makes it easy to map out your process by just clicking and dragging, but what you are clicking and......

    12 October, 2016