The Templates section of Process Bliss now gives you information about what Templates have been created, whether they're being used, how well they are performing and if there's any feedback to address. There's also an overall analysis for each Folder to give you an idea of which processes in your company need the most attention.

A screenshot showing the Templates tab in Process Bliss and the analytics for the folders and templates

Here's an explanation of how each figure is calculated:

Populated templates - This shows the number of Templates that have Steps added to them. Templates without Steps are called "Blank Templates" and can be distinguished due to the "Add steps" button next to the Template name.

A screenshot of the

Usage - A Template counts as having been used if a Task has been created from it in the past 6 months. In report settings you can change this amount of time (see below). When calculating the usage for a Folder, 100% would indicate all Templates in the Folder have had Tasks created from them in the past 6 months, while 50% would indicate half the Templates had.

A screenshot showing the

In the "Across the organisation" row, Usage is calculated across all Templates, whether they're in Folders or not.

Performance - The performance of a Task indicates how many Steps have been marked with a tick, out of the total number of Steps in that Task. The performance for a Template is calculated from the mean average of its completed Tasks.

A screenshot showing the performance percentage for tasks created from the customer onboarding template

The performance of a Folder is calculated as a mean average from all completed Tasks from all Templates within it.

A screenshot showing the Finance folder and the tooltip on the performance percentage

For Templates, there are 6 columns. These show the Template owner, the total number of Tasks, the number of active Tasks, when a Task was last created from the Template, when the Template was last edited, and the Template's performance based on the Tasks completed from it.

A screenshot of the Finance folder focused on the information relating to the templates inside

The purple circle with a number in it indicates the number of items of feedback on the template. On a folder, it indicates the total number of items of feedback across all templates in that folder.

A screenshot showing the Templates tab and the feedback tooltip on the Customer Success folder

The Usage and Performance analytics display coloured circles around the figures, depending on the number inside:

0% - 33% = red

34% - 66% = orange

67% - 100% = green

Report settings

You can adjust the parameters by which the data for each Template is calculated. Using the Template dropdown menu, you can access the report settings.

A screenshot showing the template dashboard and the report settings link in the dropdown menu

At the top you can choose to exclude a template from the calculations. You may wish to do this if the process is for reference and won't ever have tasks created from it.

A screenshot of the report settings dialog on the customer onboarding template

In the sections underneath you can change the time period which the calculations relate to. By default this is set to the last 6 months.

You may wish to change this time period if:

  • It's a process that should be performed annually, or every week or perhaps even every day

  • You have made significant changes to a template and you wish to assess how well the updated process is performing

When the analytics update

Organisation with fewer than 60 templates will see the analytics update instantly.

For organisations with between 60 and 499 templates, the "Across the organisation" analytics, and the information relating to an individual template (Last used, Last modified, Performance) will update once an hour.

For organisation with 500 templates or more, the "Across the organisation" analytics, and the information relating to an individual template (Last used, Last modified, Performance) will update once per day.

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