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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 ...

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!    ...

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.   ...

 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.   ...

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.   ...

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   ...

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