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Automatically start your processes with precise timing: You can now schedule ProcessPlan processes to start at times as specific as the last Friday of the month at 2:30 pm! Learn more    ...

You can now set up your dashboards to give a warning when a task in the process is close to it’s due date. Processes that have a task near the due date will appear orange on the dashboard. You won’t miss a due date again!    ...

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.   Step 1: Choosing Process fields For this process, we want to capture the Employee Name, the issue the employee...

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!    ...

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.   ...

 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.   ...

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.   ...

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.    ...

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   ...

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 person...