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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. Step 1: Setting up the Process fields We need to decide what information to capture with...

We recently released a new feature that allows you to easily search your ProcessPlan decision tree diagrams.  Just type a search term in the search box and all the decision tree nodes containing that search term will be highlighted in red....

Decision trees are a valuable tool for business. They set out complex decision processes in a way which is visually clear while being suitable for workflow management. Read on to learn the benefits of using the decision tree framework to map out and manage your processes.   Decision...

Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to make the most of the "Favorites" section, so you can reference frequently used items quickly.

Expand your ProcessPlan know-how and learn more about our favorite features. This week, passing notes from one task to the next, so that as a process progresses you can pass notes for users to see later on in the process.