What's New in ProcessPlan

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    17 May What's New in ProcessPlan

    Posted at 15:31h in Features Updates by Ryan Williams

    You asked, and we listened. Thanks to your feedback, ProcessPlan is better than ever. Take a look at the new features available.

    Task Filtering

    Get work done, faster. Filter your tasks by role and by process to make it easier to work on related tasks at the same time.

    Task Filtering in ProcessPlan
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    Impromptu Tasks

    Be ready for the unexpected. Easily add "impromptu tasks" to a running instance of a process without modifying the underlying process template. Now you'll never again lose track of those pesky unplanned tasks.

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    Flexible Diagram Modifications

    Change only where it's needed. Modify a single process instance diagram without modifying the underlying process template.

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    Grid View

    Identify information easily. Use the new "grid view" to manage your running processes in a spreadsheet format.

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    Process Marketplace

    Save time. Use pre-built process templates that have been designed and well thought-out by subject matter experts. After you purchase a process template in the marketplace, you can customize it to fit your needs.

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    Task Tagging and Color Coding

    Visualize better. See exactly where processes cross from one role or department to another, and group and sort tasks more easily. Tag process tasks and the standardized color defined in your Account Tags is automatically applied.

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    Whether you prefer to learn about these new features all at once, or in bite-size pieces, we've got you covered. Watch the entire video here, or in snippets via the quick links above.

    If you have any feedback and/or suggestions regarding ProcessPlan, we would love to hear them!


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