Navigating the App
ProcessPlan’s interface is organized around a navigation bar that gives you quick access to every major area of the app.
Main areas
Section titled “Main areas”- My Tasks - your landing page after you log in: the to-do list of every task assigned to you.
- My Messages - your message threads with teammates about specific processes and tasks.
- Start a Process - launch any process you have permission to start.
- Active Processes - every process currently in progress.
- The AI Strategist - open an AI Strategy Session at any time and read your AI Daily Briefing. Contextual AI help also opens in a side panel, so you can keep working while you talk. New to it? See Getting Started with the AI Strategist.
- Reports - process tables, calendars, heat maps, dashboards, files, and your task and process lists.
- AI Tools - the AI Assistant, AI Employee Viewer, AI Reports, and the AI Screen Recorder.
- Knowledge Base - your published knowledge documents.
- Administration - templates, users, AI Employees, the AI Strategist’s configuration, account settings, documents, and integrations. Visible to users with administrative permissions; Strategic Initiatives lives here under AI Strategist.
- Help - the getting-started page, this documentation, and support.
Working with lists
Section titled “Working with lists”Most areas of ProcessPlan present data in sortable, filterable tables. You can sort by clicking column headers and filter to narrow down what you see. Some lists - like Strategic Initiatives - also support drag-and-drop reordering to set priority directly.
Side panels
Section titled “Side panels”Actions like editing a record or talking with the AI open in a panel on the right side of the screen rather than navigating away. This keeps your current page visible so you don’t lose your place.