What's New in ProcessPlan

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    24 Sep What's New in ProcessPlan

    Posted at 15:42h 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.

    Creating Public Tasks

    Get work done, faster. Involve customers and clients in your processes by having them complete public tasks! No login necessary.


    1. Login to your account
    2. Open the desired Process Template 
    3. On the task(s) you want to make public, Right click > Settings > Settings > Enable Task is Public
    Learn More

    Format automated action emails

    All of the fields, none of the hassle. Formatting automated action emails just got easier! You can now insert a table containing all Process Fields and their values using the Table(All Fields) & Table(Values Only) field tokens.


    Learn More

    Copy / Paste Tasks and Responses

    Copy. Paste. Done. Save time building diagrams by using the new copy/paste functionality. 


    1. Click on the task or response you want to copy. To select more than on task or response hold Ctrl or Cmd while you click. 
    2. Press Ctrl/Cmd+C
    3. Press Ctrl/Cmd+V
    4. Connect the newly copied pieces as you see fit

    Learn More


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


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