ProcessPro

This article outlines the exact property updates and actions that can be performed in bulk for Processes, Value Streams, Managed Documents, Attachments, Ownership Reports, Approval Requests Reports, Users, and Roles.

Bulk Change Actions and Properties

Save time by performing selected property updates and actions in bulk across Processes, Value Streams, Managed Documents, Attachments, Ownership Report, Approval Requests Report, Users Settings, and Roles Settings.

Bulk Changes Explained

Export various datatables to PDF, CSV or Excel

Export Left Navigation Menu Datatables

Delete or update process tags within a process, value stream, managed document or attachment.

Process Tags for Processes, Value Streams, Managed Documents, Attachments

This article explains what data object and data storage inputs and outputs are.

Data Objects and Data Storage Inputs and Outputs Explained

A user can choose whether certain items should display on their map

How to Set Preferences on your Process Map

How to add data objects and data storage inputs and outputs on your process map

Manage Data Objects and Data Storage Inputs and Outputs

Each user can decide whether they want the preferences button to display on their map

Enable Preferences User Setting

Import a process from documents by importing the text into ProcessPro and then dragging and dropping the information onto the map.

Create a Process with the Import Panel

You can add a new or existing tag to a managed document

Managed Document Tags

You can add a new or existing tag to an attachment

Attachment Tags

Add custom fields to your process, like the Purpose, Scope, and SOP Objectives

Custom Fields

An explanation of the features on the directory page.

Directory Navigation

In ProcessPro you can expand a process link and view it on your existing map.  This functionality is turned on by default for all companies.

Disable the Permission to Expand a Linked Process Sub-Map

In ProcessPro you can expand a process link and view it on your existing map.

Linked Process/ Value Stream Map Expansion Explained

How to create a new software system, edit an existing one, and how to delete a software system.

Set Up, Edit, Delete a Software System

Hylet Pistorius

Objects

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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