Chat with us, powered by LiveChat

Explore the Key Features of ProcessPlan

 

Process management software comes in all shapes and sizes– find out what sets ProcessPlan apart and how it can revolutionize your business.

MONITOR YOUR PROCESSES IN REAL TIME

 

In the Progress View, you can…

Image

PENDING TASKS


See how many tasks are awaiting an answer.

TRIGGER TASKS AUTOMATICALLY


Trigger actions automatically to help move a process along.

REAL-TIME UPDATES


Real-time screen updates so you can see what is happening at any time.

USER PROFILE IMAGES


Quickly see who is assigned with user profile images.

COLOR-CODED CARDS


Tasks are highlighted in one of four colors to notify you of the status of a particular task.

STAY ON TOP OF WHAT’S IMPORTANT

 

The Pending Tasks page provides an overview of assigned tasks allow you to see what’s on your plate

Image

PENDING TASKS


See how many tasks are awaiting an answer.

OUTSTANDING TASKS


Find out which tasks are past due and need your attention.

TASKS DUE THIS WEEK


See tasks that are needing your attention within the next week.

PENDING PROCESSES


Detailed list of pending processes that are assigned to you.

COLOR-CODED CARDS


Tasks are highlighted in one of four colors to notify you of the status of a particular task.

FIND THE PROCESS YOU NEED, WHEN YOU NEED IT

 

View all your processes in one place, front and center

Image

CUSTOMIZED DETAILS


Custom icons and colors that make finding your process easy.

FULL TEXT SEARCHABLE


Full search capabilities on every page.

EASILY ORGANIZE PROCESSES


Grouped by department or any logical unit.

Full Feature List

  • Unlimited concurrent running processes
  • Unlimited tasks in each process
  • Unlimited subprocesses in each process
  • Personal dashboards
  • Automated actions
  • Automated emails
  • Automated decisions
  • Automated communications
  • Automated workload balancing
  • Automated task distribution
  • Real-time process monitoring
  • Start processes via email
  • Start processes via scheduled database query
  • Group based task assignment
  • Role based task assignments
  • Schedule recurring processes
  • Share processes between accounts
  • Automated webhooks
  • Automated past due task notifications
  • Task scheduling
  • Start processes via CSV import
  • Process branding
  • Account branding
  • Public forms for collecting information from external people
  • File attachments
  • Create Standard Operating Procedure documents

  • Multiple task dependencies
  • Subprocesses
  • 30+ form field types
  • Statistical reporting
  • Robust security options
  • Process tables
  • User-level access control
  • Process-level access control
  • Third-party software integrations
  • Field-level audit logging
  • External database connectivity
  • Decision Tree visual process diagrams
  • Two-factor authentication
  • Full REST API for custom integrations
  • Single Sign-on
  • Pre-built process template library
  • Internal instant messaging
  • Task batching for improved productivity
  • Color coded decision trees
  • See the relationships between processes
  • Control process visibility in per process or per instance
  • Public milestone reports for sharing progress with customers, vendors, etc.
  • Custom account branding
  • Process loop backs
  • Well organized process directory

AUTOMATED ACTIONS

ProcessPlan’s automated actions make it easy to save time by automating tasks like emails, phone calls, text messages, etc.

EMAIL INGESTION

Start a task by sending an email to the unique ProcessPlan email address associated with your account.

AUTOMATED DECISIONS

Use pre-defined rules and criteria to automate task responses.

PROCESS COLLABORATION

Easily engage and share information with every member of your team.

REAL-TIME NOTIFICATIONS

Notification emails are automatically sent to notify team members of task updates and new task assignments.

SHARING TEMPLATES

Optionally share and exchange processes with other people in your industry.

ACTIVITY REPORTS

Track employee productivity down to the smallest detail

MANAGEMENT REPORTING

Get a bird’s-eye-view of everything going on in your organization.

ACCESS CONTROL

Configure ProcessPlan so that certain information is hidden from specific users or teams.

DATA ENCRYPTION

Encrypted data both in transit and at rest. Multi-factor authentication included.

Features built with you in mind.

 

You’re already good at what you do– we just want to help you do it better. Contact us today to start your free trial. Don’t forget to ask about our professional services.