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Auto open notes

Would it be possible to create a button or option to open all the notes within a process? This would allow for easier and more efficient navigation, particularly when using ‘ctrl + F’ to find specific key words.
Guest 5 months ago in Navigation, Search & Filtering 2 Open for voting

the working area of the screen is less than 1/4 of the screen height, can we increase this area to make it easier to move elements around to get them in the correct order.

more working space needed on the active edit screen
Guest 9 days ago in Process Creation & Editing 0
186 VOTE

Bulk archive/delete of processes

We create processes during training that serve no purpose after the training session. It can take a long time to search for these and archive/delete them one by one. It would be a lot quicker if this could be done in bulk, by searching for process...
Guest almost 5 years ago in Process Creation & Editing 43 Started

Improvements - Adjustments to Investigations and Actions

Similar to the ability to change the reporting form fields, it would be great to have the same ability to change the fields within the investigation and actions, with the exact same capabilities as the reporting additional fields. This way the add...
Guest 11 days ago in Improvement Management 0

Support Rich Text in Process Manager

When working in fields like the Background, Summary, or with Notes (maybe Tasks), Process Manager should support rich text options: Bold Italics Underline Strike through Font size Font color Font selection Bullet list Number list Indent / Outdent ...
Guest over 2 years ago in Process Creation & Editing 0 Planned

Be able to link or attach pdf documents

The limited type of documents that can be attached or linked to is frustrating. Being able to attach or link to a pdf (or Word etc) document would be very helpful for us
Guest 11 days ago in Documents 0

Bring back the ability to edit documents from Search

In the most recent Proces Manager Update 4.11.19, the team have r emoved the ability to edit documents directly within search results. This has massively reduced the ease of use of the platform, as Document editors and document owners now need to ...
Guest about 1 year ago in Documents 8 Under Review

Dashboard to immediately display actions rather than being hidden/accessible via clickthrough

Revert back to previous MyDashboard view, where the choice of actions are displayed immediately on the right hand side, rather than having to click on the three dots on the right (which are currently not labelled) to then choose the action require...
Guest 7 months ago in Dashboard & Notifications 0 Under Review

Add a report to capture process connections/dependencies.

This proposed report would show for each process which other processes are connected to it (linked process, conditional, linked by decision diamond or via notes) Currently you can see this information for an individual process by going to the depe...
Guest about 3 years ago in Reporting 0 Planned

Adding Roles multiple at a time

It would be great when we are choosing the roles if we could choose more than one at a time - When choosing the Roles, you have to go back and forth to select them, it would be great if you can choose more than one at a time, like tick boxes or ca...
Guest 15 days ago in General 0