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Features in more detail

Features in more detail

This collection explains the features of Process Bliss in more depth

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21 articles in this collection
Written by Venetia Lipscombe and Freya Esam

How to request that text is added when a step is completed

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Written by Venetia Lipscombe
Updated over a week ago

Zapier integrations

Integrate with 3rd party apps using Zapier (early access)
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Written by Venetia Lipscombe
Updated this week

How to delete templates

A guide to deleting and restoring templates you no longer need
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Written by Venetia Lipscombe
Updated yesterday
Creating and editing

Editing a template or task

Changing the features on a task or template
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Written by Freya Esam
Updated over a week ago

What are optional and essential steps?

The ability to choose your own order of tasks and leave less important ones until later
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Written by Venetia Lipscombe
Updated over a week ago

Adding sub-steps

How to add sub-steps within a task or template
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Written by Venetia Lipscombe
Updated over a week ago

How to add an attachment to a template or task

Add attachments when creating a template or task
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Written by Freya Esam
Updated over a week ago

Why and how to set deadlines on tasks and templates

Creating a due date on a task or template
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Written by Freya Esam
Updated over a week ago

How to rearrange steps in a template or a task

How to swap round different steps in a template or task
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Written by Freya Esam
Updated over a week ago

How to request that files are uploaded into a step

How to request a file
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Written by Freya Esam
Updated over a week ago
Working with colleagues

Allowing colleagues to join your organisation by email domain

How to allow others to join an organisation via a company email
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Written by Venetia Lipscombe
Updated over a week ago

Creating an organisation

How to create an extra organisation in Process Bliss
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Written by Freya Esam
Updated over a week ago

Organisation owners, admins and members

The roles within an organisation and how they are distinguished
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Written by Venetia Lipscombe
Updated over a week ago

What do the different access roles mean?

How different access permissions dictate what a colleague can and can't do in folders and on templates
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Written by Venetia Lipscombe
Updated over a week ago
Cloning & archiving

Cloning a template

Create an identical template
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Written by Freya Esam
Updated over a week ago

Cloning a task

How to create an identical clone of a task
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Written by Freya Esam
Updated over a week ago

How to archive a task

Putting a task to one side until a later date
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Written by Freya Esam
Updated over a week ago
Other articles

Signing up for a paid plan

How to start a paid plan, becoming an organisation owner
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Written by Venetia Lipscombe
Updated over a week ago

How am I notified about tasks I have to do?

how do to know if you have been set a task on Process Bliss
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Written by Venetia Lipscombe
Updated over a week ago

How to edit a schedule

How to change timings on a schedule
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Written by Venetia Lipscombe
Updated yesterday

How do I change my password?

How to change a forgotten password
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Written by Freya Esam
Updated over a week ago