ProcessPro

Why an imported Microsoft Word file doesn't match the page numbers defined under import options.

Microsoft Word XML Separators

Create a future state to update a process and hide the details from users until the future state is finalised and published.

Creating, Editing and Publishing Future States

What happens to processes once they are published.  What are the next steps in keeping processes up to date.

The Process Creation Life Cycle

Deleting attachments, managed document, processes and value streams to remove items that are no longer needed.

Delete an Attachment, Managed Document, Process or Value Stream

A guide to creating a new process, and understanding the features of processes.

Create a Process

Managed documents, processes and value streams can be very similar and duplication can help to save time. Simply copy and edit it.

Duplicate a Managed Document, Process or Value Stream to Create a Copy

Update the owner on multiple managed documents, processes, value streams and attachments.

Bulk Change Ownership

Transfer or copy processes and value streams to a different company within your organisation, or outside of your organisation.

Bulk Copy or Transfer Records

An explanation of the features on the process summary screen.

Process Summary Screen Navigation

To add or update/change the type of the gateway and the attached text at the beginning of the gateway.

Adding Text and Changing the Type of Gateway

The purpose or mission statement of the process or value stream can be described in the objectives

Define Objectives and Add a Process Note or Process Attachments

Gateways are points of decision that can adjust the flow based on conditions.  There are multiple options available.

Descriptions of Different Gateway Types

Clearly see the path of printed PDFs with gateways, decisions, alt paths , triggers, inputs, outputs and process start and end points.

Decision, Gateway Paths, Alternate Paths, Inputs, Outputs, Triggers and Process Start and End points on a PDF

Icons appear in the diagram content menu to provide a visual pathway while reading through the process steps.

Display Gateways, Decisions, Alternate Paths, Triggers, Inputs and Outputs in the Diagram Content Menu

You can change the author on a process or value stream. This helps ensure that only stakeholders on a process can make updates or changes.

Update Process Author

Edit the start point and end point(s) of a process to show processes or value streams that supersede or follow this process

Editing Process Start and End Points

In a process or value stream you can delete multiple nodes at the same time.

Bulk Delete Activities

Alternate path (previously known as loopback) lines can be edited to relocate the lines to a more convenient place on the map.

Adjusting Alternate Path Lines

Convert activities in one process into a new process with the selected activities.

Bulk Extract Multiple Activities from one Process to Another

Expand activities, decisions and process links to view the tasks, notes and attachments by using the spyglass/ magnifying glass

Display Process Details on the Map

Once you have saved all the required access tokens and tested your connection you can export a process to Microsoft Planner.

Export to Microsoft Planner

Request users to acknowledge they have read and understood a managed document, process or value stream.

Request Acknowledgement

Quickly and easily convert business requirements or documents into processes leveraging Artificial Intelligence

Use AI to Import or Generate a Process

A scoring guideline on how to improve the quality of your processes within ProcessPro.

Quality Score Rules

Import a Process from a Word Document by importing the text into ProcessPro and then dragging and dropping the information onto the map.

Import a Process from Word

An explanation on how to enhance your processes using the quality scoring feature.

Quality Score to Improve Your Process Creation

Create a process from a PDF document by importing the information into ProcessPro and then dragging and dropping onto the map.

Import a Process from a PDF

Create a process from a Visio diagram by importing the information into ProcessPro and then dragging and dropping onto the map.

Import a Process from Microsoft Visio

Create a checklist to perform process steps when executing a process.

Export a Process to Kantata

Create a checklist to perform Process steps when executing a Process.

Export a Process to Asana

This article explains how to navigate between swimlane view and embedded view when you have a complicated process with complex gateways

How to View and Display a Complex Process in Embedded View

Details of the change log explained and how to access the change log.

What is Tracked by the Change Log?

User, Manual, Approval, Automated and Database Activities are all different types of activities

Activity Types

Set printing parameters like including the process map, the page size and orientation, image size and orientation

Print Options

Manage event types - add, edit and delete event types from the event types summary screen

Event Types Summary Screen

Add/edit/remove event nodes to your process/value stream

Add an Event

The eight event categories in ProcessPro align with BPMN 2.0 standards

Eight Event Categories Explained

James Ross

Elyas Christiansen

Hylet Pistorius

Process

Find answers and get help from Intercom Support and Community Experts

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