Getting Started with Process Bliss | Process Bliss Support

Getting started videos

Videos about our main features and how to use them

Written by Venetia Lipscombe
Updated over a week ago

Use your processes by creating checklists

Execute processes by creating tasks (checklists) that notify everyone about what they have to do

Written by Venetia Lipscombe
Updated over a week ago

Mapping your processes

How to map your process templates, including adding decisions to cater for more complex scenarios

Written by Venetia Lipscombe
Updated over a week ago

Introducing the template library

Information about our template library and how to use it

Written by Venetia Lipscombe
Updated over a week ago

Sharing templates with your colleagues

How to share your documented process templates with colleagues in your Process Bliss organisation

Written by Venetia Lipscombe
Updated over a week ago

Creating a template

Everything you need to know about setting up templates in Process Bliss.

Written by Venetia Lipscombe
Updated over a week ago

Creating a task

Everything you need to know about tasks in Process Bliss

Written by Venetia Lipscombe
Updated over a week ago

Uploading a task or template from a CSV file

Quickly import your documented processes by uploading CSV files

Written by Venetia Lipscombe
Updated over a week ago

Carrying out a task

How to complete tasks once they are created in Process Bliss

Written by Venetia Lipscombe
Updated over a week ago

Inviting colleagues

How to invite additional colleagues to join Process Bliss

Written by Venetia Lipscombe
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.

Written by Venetia Lipscombe
Updated over a week ago

Assigning tasks to other people

How to assign tasks to colleagues

Written by Venetia Lipscombe
Updated over a week ago

Viewing the report

Tracking the status of tasks created from templates in Process Bliss

Written by Venetia Lipscombe
Updated over a week ago

How to schedule a recurring task

Explanation of how to set up repeating tasks in Process Bliss

Written by Venetia Lipscombe
Updated over a week ago

Leaving comments on a task and feedback on a template

How to use Process Bliss to improve your processes

Written by Venetia Lipscombe
Updated over a week ago

Restricting access and permissions

Monitoring who has the ability to do and see what, within an organisation

Written by Venetia Lipscombe
Updated over a week ago

Viewing the task list

How to use the filters on the task list in Process Bliss

Written by Venetia Lipscombe
Updated over a week ago

What to do when a task is completed

How mark a task as complete

Written by Venetia Lipscombe
Updated over a week ago