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...

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!    ...

In this video, you will learn how to get started in ProcessPlan using the work list, task cards, and the view progress panel.
ProcessPlan works like a decision tree that guides people through the tasks in a process. This works fine right out of the box, but ProcessPlan has several features that enhance tasks and make task completion easier. Let’s look at some of the ways you can enhance your tasks. All of these enhancers can be found by right clicking on a task and selecting settings or clicking the task you want to edit and then clicking the gear icon in the top corner of the screen.

ProcessPlan is sponsoring and exhibiting at OPEX Week: Business Transformation World Summit in San Diego, California this week. Operational excellence and transformation leaders from across the US will be coming together to debate and discuss progressive OPEX – the tools, methodologies and technologies driving change in...

Many people ask, "What's the difference between a checklist and a process?" but do not understand that this is more than a dictionary definition. To understand the difference between checklist and processes, you must think in terms of the big picture, the path toward your...

  In our highly competitive environment, MSPs must constantly evaluate their services and processes to identify any and everything that can be automated without sacrificing quality, personalized customer service. Here are 9 signs you need MSP automation.