Do you know how well your processes are being followed? Our new release gives you insight into which processes have been documented, which are being used, and which are being followed.

The Templates section of Process Bliss now displays usage information on Folders and Templates.

A screenshot of the Templates section of Process Bliss, showing folders, templates and their analytics information

Here's a quick overview of what the sections mean:

Populated templates - The number of published Templates that have one or more Steps, out of the total number in your Organisation.

Usage - The percentage of Templates being used in your Organisation. A Template is defined as having been used if one or more Tasks have been created from it.

Performance - Performance relates to individual Tasks, and is summarised at a Template level. The performance calculates how many steps have been completed out of the total number in completed Tasks.

Number in a purple circle - The numbers next to the Folder and Template names indicate the number of items of unresolved feedback on the Folder or Template.

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

You can see how well your whole business is performing by looking at the "Across the organisation" row. If you organise your Templates into Folders by department, you can also see how each department is performing.

A screenshot showing the

You can now also quickly create placeholder Templates by entering the Template name, and optionally changing the Template owner (by default it will be assigned to you). These Templates won't have any Steps and so therefore don't count as being "populated".

A screenshot showing how you can add a new blank template inside a folder

You can find out more about these screens by viewing our Usage and performance reporting article.

How should I use this information?

  • You can pinpoint the processes that have not yet been documented

  • You can find out which processes have yet to be used

  • You can discover which processes aren't being followed, which could indicate a need for the process to be improved

If you have any feedback regarding this new feature, let us know by pressing the red speech bubble icon and starting a new conversation, or emailing

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