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Auto open notes

Would be possible to create a button or option to open all the notes within a process? This would allow easier and more efficient navigation, particularly when using ‘ctrl + F’ to find specific key words.
Guest 1 day ago in Navigation, Search & Filtering 0

UBN importation

organisations are going EOL with Tibco Nimbus. we are losing deals as we're unable to import the file type. if the market opportunity is big enough perhaps we look at adding in an importation feature?
Guest 3 days ago in Process Creation & Editing 0 Open for voting

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 2 months ago in Dashboard & Notifications 0 Under Review

Search function needs ability to filter out archived processes

Currently the search function provides both current and archived process titles, and you can't tell which processes are archived until you click into them. It would be great to have a bullet button on the right to be able to exclude/include archiv...
Guest 2 months ago in Navigation, Search & Filtering 0 Open for voting

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 8 months ago in Documents 8 Under Review

Option to choose how Timescales are shown

Currently, Timescales roll up to the next available measuring unit if it is exceeded (e.g. 60mins -> 1 Hour, 5 working days -> 1 week, etc...). As a business, we show all our SLAs as working days, so we would like the option to choose the de...
Guest 3 months ago in Process Map 2 Open for voting

Dashboard Update Issues

The most recent update has added additional clicks and hidden information. There is no longer a header section at the top showing the filtered views. You now have to click on Filter to see them, hiding this away and adding an extra click. You cann...
Guest 2 months ago in Dashboard & Notifications 2 Under Review

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 about 2 years ago in Process Creation & Editing 0 Planned

Revert My Reviews dashboard back to previous view

Previously, the dashboard displayed reviews in order of their due dates, making it easy to identify the next task. However, recent changes have disrupted this logical order, requiring users to manually sort by due date. This has led to numerous co...
Guest 2 months ago in Dashboard & Notifications 1 Started
178 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 over 4 years ago in Process Creation & Editing 43 Planned