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…

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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

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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.

Questions? We have answers!

If you have questions about features, getting started, or anything else, don’t hesitate to contact us. We’re here to help!

Contact Us

OR CALL 855-336-2399

FIND THE PROCESS YOU NEED, WHEN YOU NEED IT

 

View all your processes in one place, front and center

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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.

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

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

DATA ENCRYPTION

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

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 turnkey implementations.