Getting Started with Process Bliss

In this collection are some useful articles to help you get started with Process Bliss

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17 articles in this collection
Written by Katie Taylor

Getting started videos

Videos about our main features and how to use them
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Written by Katie Taylor
Updated over a week ago

Use your Template processes by creating Task checklists

Execute processes by creating Tasks (checklists) that notify everyone about what they have to do
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Written by Katie Taylor
Updated over a week ago

Mapping your processes

How to map your process templates, including adding decisions to cater for more complex scenarios
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Written by Katie Taylor
Updated over a week ago

Introducing the Template library

Information about our Template library and how to use it
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Written by Katie Taylor
Updated over a week ago

Sharing templates with your colleagues

How to share your documented process templates with colleagues in your Process Bliss organisation
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Written by Katie Taylor
Updated over a week ago

Creating a Template

Everything you need to know about setting up Templates in Process Bliss.
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Written by Katie Taylor
Updated over a week ago

Creating a Task

Everything you need to know about Tasks in Process Bliss
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Written by Katie Taylor
Updated over a week ago

Carrying out a Task

How to complete Tasks once they are created in Process Bliss
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Written by Katie Taylor
Updated over a week ago

Inviting colleagues

How to invite additional colleagues to join Process Bliss
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Written by Katie Taylor
Updated over a week ago

What happens when I invite someone to Process Bliss?

An explanation of what happens when you invite a colleague to join your organisation.
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Written by Katie Taylor
Updated over a week ago

Assigning Tasks to other people or Groups

How to assign Tasks or Steps to other colleagues or a Group
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Written by Katie Taylor
Updated over a week ago

Viewing the Template Report

Tracking the status of tasks created from templates in Process Bliss
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Written by Katie Taylor
Updated over a week ago

How to schedule a recurring Task

Explanation of how to set up repeating Tasks in Process Bliss
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Written by Katie Taylor
Updated over a week ago

Leaving comments on a task and feedback on a template

How to use Process Bliss to improve your processes
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Written by Katie Taylor
Updated over a week ago

Restricting access and permissions

Monitoring who has the ability to do and see what, within an organisation
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Written by Katie Taylor
Updated over a week ago

What to do when a task is completed

How mark a task as complete
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Written by Katie Taylor
Updated over a week ago

Viewing the Task list

How to use the filters on the Task list in Process Bliss
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Written by Katie Taylor
Updated over a week ago