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Features in more detail
Features in more detail
This collection explains the features of Process Bliss in more depth
25 articles in this collection
Written by
Venetia Lipscombe
Analytics, usage and performance reporting
Explaining how the usage and performance reports are calculated and how you can use them to improve your business operations
Written by
Venetia Lipscombe
Updated over a week ago
Ending tasks when they're no longer applicable through task termination
How to end or terminate tasks when they are no longer needed
Written by
Venetia Lipscombe
Updated over a week ago
Changing your timezone and when notifications are sent out
How to change the timezone for your organisation and notification settings
Written by
Venetia Lipscombe
Updated over a week ago
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 Essential Steps?
The ability to define the most important Steps in a Task for compliance or tracking purposes.
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
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