Features in more detail | Process Bliss Support

Features in more detail

This collection explains the features of Process Bliss in more depth

23 articles in this collection
Written by Venetia Lipscombe

Creating and editing

Editing a template or task

Changing the features on a task or template

Written by Venetia Lipscombe
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

Written by Venetia Lipscombe
Updated over a week ago

Adding sub-steps

How to add sub-steps within a task or template

Written by Venetia Lipscombe
Updated over a week ago

How to continually improve your processes

Process Bliss features that allow you to improve your template processes over time

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

Written by Venetia Lipscombe
Updated over a week ago

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

Written by Venetia Lipscombe
Updated over a week ago

How to delete templates

A guide to deleting and restoring templates you no longer need

Written by Venetia Lipscombe
Updated over a week ago

How to set deadlines on tasks and templates

Creating a due date on a task or template

Written by Venetia Lipscombe
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

Written by Venetia Lipscombe
Updated over a week ago

How to request that files are uploaded into a step

How to request a file

Written by Venetia Lipscombe
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

Written by Venetia Lipscombe
Updated over a week ago

Creating an organisation

How to create an extra organisation in Process Bliss

Written by Venetia Lipscombe
Updated over a week ago

Organisation owners, admins and members

The roles within an organisation and how they are distinguished

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

Written by Venetia Lipscombe
Updated over a week ago

Removing a colleague from your organisation

How to remove people's access from your Process Bliss organisation

Written by Venetia Lipscombe
Updated over a week ago

Cloning & archiving

Cloning a template

Create an identical template

Written by Venetia Lipscombe
Updated over a week ago

Cloning a task

How to create an identical clone of a task

Written by Venetia Lipscombe
Updated over a week ago

How to archive a task

Removing a task from your task list

Written by Venetia Lipscombe
Updated over a week ago

Other articles

Signing up for a paid plan

How to start a paid plan, becoming an organisation owner

Written by Venetia Lipscombe
Updated over a week ago

How am I notified about tasks I have to do?

how to know if you have been set a task on Process Bliss

Written by Venetia Lipscombe
Updated over a week ago

Zapier integrations

Integrate with 3rd party apps using Zapier (early access)

Written by Venetia Lipscombe
Updated over a week ago

How to edit a schedule

How to change timings on a schedule

Written by Venetia Lipscombe
Updated over a week ago

How do I change my password?

How to change a forgotten password

Written by Venetia Lipscombe
Updated over a week ago