Simple process software everyone understands
It’s easy as 1, 2, 3…
1. Capture process
2. Complete tasks
3. Track progress
Step 1. Capture process
Process templates are the blueprints for the way you perform certain processes in your business, such as how you onboard customers or run the monthly finances. They contain a checklist of all the steps that need completing. You can add attachments and request files.
Step 2. Complete tasks
Create, publish and complete tasks from your templates. If you’ve set up a template for onboarding new customers for example, you create a task from that template each time a new customer comes onboard. When the task is published, emails are sent to the people who have an activity to complete and they can tick it off when it’s performed.
Step 3. Track progress
View the report to find out the status of your task. The report shows the steps that have been completed and for those that haven’t, it even captures the reason why. No need to chase colleagues for updates.
Now that’s bliss!
Now all the information you need to perform your processes in one place. It’s easy to share and you have a full audit trail of every time a task is run.
Need more help?
If you get stuck, and need some help, we’ve got you covered. We’ve created a host of ‘How to’s’ and user guides to support you at every stage.
If you have a question, just talk to the team! Start a conversation online or call 01635 552981.
Not sure where to start? Think of the process that causes you the biggest headache, send it to us and we’ll set you up. Book a demo to find out more.
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