Features in more detail

This collection explains the features of Process Bliss in more depth

33 articles in this collection
Written by Steve Mace and Katie Taylor

How to create and use Groups in Process Bliss

Creating groups within your Organisation to assign Tasks or Steps to departments, or improve how you manage security permissions.

Written by Katie Taylor
Updated over a week ago

What are Private Tasks?

How to hide personal Tasks from anyone else in the Organisation

Written by Steve Mace
Updated over a week ago

How to use Guest Access for external collaboration

How to invite people from outside your organisation to review or complete Steps and Tasks using Guest Access

Written by Katie Taylor
Updated over a week ago

Completing Steps or Tasks assigned to others

Who can complete tasks in Process Bliss?

Written by Katie Taylor
Updated over a week ago

How do I embed a video in a Step?

Find out the fast way to embed video in a Step, whether in a Template or Task.

Written by Steve Mace
Updated over a week ago

How to use Dashboards & Saved Reports to improve operations

Gain visibility by saving filtered views across your business, and view the high level numbers that matter.

Written by Steve Mace
Updated over a week ago

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 Katie Taylor
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Ending tasks when they're no longer applicable through task termination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 Katie Taylor
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 Katie Taylor
Updated over a week ago

Manage all your to-dos in My Tasks

Process Bliss allows you to manage all your actions, reminders and tasks in one place - the ultimate task management platform.

Written by Katie Taylor
Updated over a week ago

Creating and editing

Editing a Template or Task

Changing the features on a task or template

Written by Katie Taylor
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 Katie Taylor
Updated over a week ago

Adding sub-steps

How to add sub-steps within a task or template

Written by Katie Taylor
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 Katie Taylor
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 Katie Taylor
Updated over a week ago

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

Written by Katie Taylor
Updated over a week ago

How to delete templates

A guide to deleting and restoring templates you no longer need

Written by Katie Taylor
Updated over a week ago

How to set deadlines on tasks and templates

Creating a due date on a task or template

Written by Katie Taylor
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 Katie Taylor
Updated over a week ago

How to request that files are uploaded into a step

How to request a file

Written by Katie Taylor
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 Katie Taylor
Updated over a week ago

Creating an organisation

How to create an extra organisation in Process Bliss

Written by Katie Taylor
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 Katie Taylor
Updated over a week ago

Organisation Super Admins, Admins and Members

The roles within an organisation and how they are distinguished

Written by Katie Taylor
Updated over a week ago

Removing a colleague from your organisation

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

Written by Katie Taylor
Updated over a week ago

Cloning & archiving

Cloning a template

Create an identical template

Written by Katie Taylor
Updated over a week ago

Cloning a task

How to create an identical clone of a task

Written by Katie Taylor
Updated over a week ago

How to archive a task

Removing a task from your task list

Written by Katie Taylor
Updated over a week ago

Other articles

How to export Task data to CSV

Export your Task data for further analysis in Microsoft Excel, Google Sheets or to import into your favourite BI tool

Written by Steve Mace
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 Katie Taylor
Updated over a week ago

How to integrate & automate your business processes with Zapier integrations

Integrate Process Bliss with 3rd party apps using Zapier

Written by Katie Taylor
Updated over a week ago

How to edit a schedule

How to change timings on a schedule

Written by Katie Taylor
Updated over a week ago

How do I change my password?

How to change a forgotten password

Written by Katie Taylor
Updated over a week ago