FAQ
Where do I sign in?
Section titled “Where do I sign in?”The web app is at ui.processplan.com. Mobile apps are available for iOS and Android - see Mobile Apps.
Why am I asked to confirm my email address?
Section titled “Why am I asked to confirm my email address?”If ProcessPlan shows Please check your inbox and confirm your email address, the address you sign in with hasn’t been confirmed yet. Select Resend Verification Email, click the link in the email it sends you, then open ProcessPlan again. If it asks you to set your password instead, use the set-password email ProcessPlan sent you, or choose Forgot password on the sign-in page. Setting your password also confirms your address. People who sign in through their company’s single sign-on or with Google aren’t asked. A tool connected with a sign-in that hasn’t been confirmed, such as Zapier, stops working until that person confirms their address.
What’s the difference between a template and a process?
Section titled “What’s the difference between a template and a process?”A template is the reusable definition - the recipe. A process is one live run of that template, with real tasks assigned to real people. Launch a template to create a process. See Process Templates and Running Processes.
Can I see where a running process is stuck?
Section titled “Can I see where a running process is stuck?”Yes - open the process’s diagram view to see that individual process’s progress: which steps are complete and where it currently stands. To spot bottlenecks across all running processes of a template, use a heat map, which highlights the stages where pending tasks are accumulating. See Process Diagrams and Heat Maps.
Who can use the AI Strategist?
Section titled “Who can use the AI Strategist?”Access is permission-controlled. If you don’t see the AI Strategist, ask your ProcessPlan administrator to grant you access. See AI Strategist, or read about what it can do on our website.
What address does ProcessPlan email come from?
Section titled “What address does ProcessPlan email come from?”Notifications and task assignments are sent from [email protected]. Over the coming weeks we will start sending them from [email protected] instead, a few people at a time, so for a while some of your email may come from one address and some from the other. If your mail system uses a safe-sender list, a mailbox rule or a spam filter that names an address, add both now. Emails your processes send can come from a different mailbox - see Email Action Type.
Is there more help available?
Section titled “Is there more help available?”Yes - search this documentation site (press /), submit a support request, or book a support call. For known platform issues, check the system status page.