Get the Mobile App
Get the mobile app in your device’s app store and take your processes wherever you go!
Signing in on the mobile app
Open the app and sign in with the same email address and password (or single sign-on account) you use for ProcessPlan in your browser - no separate setup or linking code is needed. Your tasks, processes, and notifications are the same everywhere.
If you’re not sure where to find the download links later, they are also shown in the web app under your user photo in the top right > Get the Mobile App.
Opening a link while signed out
If you tap a link to a ProcessPlan page, such as a task in an email, while you’re signed out of the app, the app opens the sign-in page in your device’s browser. Sign in there and the app opens the page you tapped. If you close the sign-in page without signing in, the app shows Please log in to continue: tap Log In to open the sign-in page again.
Staying signed in
Once you sign in, the app keeps you signed in. You don’t need to sign in again each day, after closing the app, or after your phone has been offline for a while: the app reconnects on its own when your connection comes back. If the app does ask you to sign in again, sign in the same way as the first time.
If the sign-in screen won’t open
Signing in opens a secure sign-in page in your device’s browser, so a browser is required. If the browser has been disabled, removed, or blocked, the app can’t open that page and sign-in won’t start. You may see a message on screen explaining why.
On Android, turn a browser back on: Settings > Apps > See all apps > Chrome > Enable. Any browser works, so installing Edge, Firefox, or Samsung Internet is fine too.
On iPhone and iPad, allow Safari: Settings > Screen Time > Content & Privacy Restrictions > Allowed Apps.
Then reopen ProcessPlan and sign in again. If your device is managed by your employer, your IT administrator may need to make this change for you.