We have added a new setting to responses in ProcessPlan. The “Hide this response if the task is past due” setting will hide a response to a task when that task is past due. Take more control of your processes and use this setting to...

With the click of a button, ProcessPlan can capture the number of minutes spent on each task. This can be powerful when trying to improve process efficiency. Using a combination of automated time tracking and task statistics, you can make sure your processes are running...

Daily check-in meetings are crucial when trying to keep your team on the same page. These meetings can be run in an asynchronous, “answer when you can” format. Participants can keep the team informed while working at their own pace.Using a simple process template, you...

Due to the COVID-19 pandemic, your team may suddenly be forced to work from home. As a manager, the thought of a suddenly remote team can be frightening. How will everyone stay organized? What will internet speeds be like at home? How will I deal...

Use the Unique Number process field to automatically add a random and unique identifier to each instance of your process. Easily find all of your processes by searching for thier unique number! Numbers will remain unique for each process ran in the account.  ...

Work Schedules are now available in ProcessPlan! Work schedules give you the ability to import the days and hours your company works so that your automated actions and scheduled processes work when you do. Learn more here ...