Skip to content
ProcessPlan Docs
Search
Ctrl
K
Cancel
ProcessPlan
Select theme
Dark
Light
Auto
What's New
Getting Started
Welcome to ProcessPlan
Quickstart Guide
Overview Video
Get the Mobile App
Navigating the App
The Side Bar
Navigating the Process Templates Screen
Navigating the Tasks/Processes Screen
Filtering Columns
Customizing Column Settings
Favorites
The AI Strategist
Getting Started
AI Strategist
Strategic Initiatives
AI Employees
AI Employees
About AI Employees
Installing and Configuring AI Employees
Managing AI Employees
Working with the AI Employee Program
Managing AI Employee Jobs
Best Practices for Improving AI Employee Speed
AI Employee Actions
AI Employee Actions
Mouse, Keyboard, and Text Actions
Clipboard Actions
Windows and Applications Actions
Files and Folders
Scripts and Programs
ProcessPlan Data
Computer Vision Actions
AI and Human Assistance Actions
Flow Control and AI Employee Management Actions
Computer Vision: Find Text Using Regex
Building Process Templates
Process Templates
Creating a New Process Template
Using the Quick Diagram Builder
Template Building Blocks
Process Diagrams
The Diagram Editor
Your Diagram Keeps Its Shape
Diagram Icons
Editing Tasks
Editing Response Settings
Process Fields
Field Tokens
Process Field Minimum / Maximum Values
Process Table Lookups
Process Task Assignments
Assigning a Task to a User in a Process Field
Task Notification Emails
Number of Fields Displayed in Task Assignment Emails
Process Template Settings
Adding a Subprocess
Decision Tree Process Flow Diagrams
Downloading an Image of your Diagram
Test Mode
Editing Live Processes
Managing Template Changes
Working with Tasks
Tasks
Viewing Your Tasks
Responding to a Task
The Task Panel
Time Tracking on Tasks
Canceling a Task
Restarting a Task
Running Processes
Running Processes
Starting a Process
Filtering Process Fields
Bulk Operations
The Audit Trail
Process Tables
Process Tables
Controlling Process Fields
Instance Security
Reporting
The Milestone Report
Active Process Report
Downloading Reports
Process Statistics
Task Statistics
User Group Statistics
Account Statistics
Table Summary Reports
Heat Maps
Messaging
My Messages
Providing Process Suggestions
Knowledge Management
Introducing Knowledge Management
Creating a Knowledge Base Process
Creating a Document Template (Merge Document)
Controlling Knowledge Document Status
Viewing Knowledge Base Documents
Sharing Knowledge Base Documents
Automation
Starting Processes
Via Public Form
Via Recurring Schedule
Via Email
Via Webhook
Via CSV File
Via Zapier
Via Desktop Shortcut
Automated Actions
Introducing Automated Actions
Automated Action Overview
ProcessPlan Action Type
Closing a Task with an Automated Action
Auto-Applying or Replacing Task Tags
Email Action Type
Text Message (SMS) Action Type
Slack Action Type
AI Prompt Action Type
AI Agent Action Type
JavaScript Function Action Type
Database Query Action Type
Webhook Action Type
Connecting ProcessPlan & Zapier
Zapier Triggers & Actions
ConnectWise Action Types
AI Employee Action Type
AI Automations
AI Employee Basics
What can AI Employees do?
AI Employee Best Practices
Limiting AI Employee Inputs
Action Time Limits
Formula Language
Functions and Formulas
=ANYTRUE
=APPEND
=BDATE (Between Dates)
=BEDATE (Between or Equal To Dates)
=BENUM (Between or Equal To Numbers)
=BNUM (Between Numbers)
=CALC
=CEILING
=CONTAINS
=!CONTAINS (Does Not Contain)
=DATEADD
=DATEDIFF
=DATELIST
=DATEPART
=DATEPATTERN
=DATEROUND
=DATESERIAL
=DATETIMEMERGE
=EMAILSPLIT
=ENCLOSE
=EQUALS
=!EQUALS (Does Not Equal)
=FIRSTVALUE
=FISCALMONTH
=FISCALYEAR
=FLOOR
=FORMAT
=FORMATDATE
=FORMATNUM
=GTDATE (Greater Than Date)
=GTEDATE (Greater Than or Equal To Date)
=GTENUM (Greater Than or Equal To Number)
=GTNUM (Greater Than Number)
=HASVALUE
=IF
=INSTANCECOUNT
=INSTANCETASKCOUNT
=INSTANCEUPDATE
=ISCONTEXT
=ISEMPTY
=ISPUBLICUSER
=ISTRUE
=JSONENCODE
=JSONEXTRACT
=JSONFIFO
=JSONINDEX
=JSONQUERY
=JSONREMOVE
=JSONUPDATE
=LEFT
=LEFTOF
=LEFTOFLAST
=LENGTH
=LINESPLIT
=LISTASLINES
=LISTCOUNT
=LISTDIFF
=LISTINDEX
=LISTINTERSECT
=LISTITEMAPPEND
=LISTITEMCONTAINS
=LISTITEMENDSWITH
=LISTITEMLEFT
=LISTITEMLEFTOF
=LISTITEMPREPEND
=LISTITEMREGEX
=LISTITEMRIGHT
=LISTITEMRIGHTOF
=LISTITEMSTARTSWITH
=LISTJOIN
=LISTMERGE
=LISTUNIQUE
=LOWERCASE
=LTDATE (Less Than Date)
=LTEDATE (Less Than or Equal To Date)
=LTENUM (Less Than Or Equal To Number)
=LTNUM (Less Than Number)
=MAX
=MIN
=MONTH
=MONTHDAY
=MONTHLASTDAY
=NORMALIZETEXT
=NOT
=NUM
=NUMSPLIT
=PARSE
=PARTITION
=RANDOMNUM
=REGEXFIND
=REGEXWORDSONLY
=REMOVECHARS
=REMOVEDIACRITICS
=REMOVESPACES
=REMOVESYMBOLS
=REPLACE
=RIGHT
=RIGHTOF
=RIGHTOFLAST
=ROUND
=SPLIT
=SUM
=TABLEAVG
=TABLEJSON
=TABLELOOKUP
=TABLESUM
=TASKLOOKUP
=TASKREPORT
=TITLECASE
=TRIM
=UPPERCASE
=URLENCODE
=WORDSPLIT
=WORKDAY
=YEAR
Administration
Creating New Users
User Groups (and Security Groups)
Custom User Fields
Work Schedules
Public Tasks
Providing Task Instructions
Configuring SMTP Settings
SMTP Tips
Developers & API
API Authentication
API Endpoints
Filtering Lists
Object References
Object Property Abbreviation Reference
Enumerables and Constants
Prefilling Field Values in a Public Form Using the URL
Validating Webhooks
FAQ
Contact Support
ProcessPlan
Select theme
Dark
Light
Auto
Via Zapier
Processes launched via Zapier must be configured in Zapier.
