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Support Multi-Tab Visio Files

We would like to be able to support Visio files that have multiple tabs and allow the import to create multiple BPMN process models within Process Manager.
Jonathan Butler 5 months ago in Process Modeling 0 Open for voting

Improve glossary functionality to include text in the objective, background and all other fields

Currently, the glossary only tags content within the procedure. If a term or phrase that is in the glossary is entered into the objective of a process, the glossary functionality does not provide the popup and additional information for the term.
Guest almost 2 years ago in General 0 Open for voting

Export to CSV for Checklists page

Get the ability to export to CSV the list of Checklists. Would help with tracking compliance and with auditing.Similar to the Improvement register.
Guest almost 5 years ago in  10 Open for voting

Automate role changes and exits

Updating roles for users and reassigning tasks takes significant time by the Promasters. Could automation be built into Promapp allowing quicker position changes? Maybe an excel import that updates employee's assigned roles and deactivates other...
Guest about 5 years ago in General 4 Open for voting

Ability to export the Groups structure

To enable an audit of the Groups structure it would be great to have the ability to export that structure out of Promapp and into Excel for example. The export could look something like the attached screenshot.
Guest over 5 years ago in General 2 Open for voting

Add ability to convert tasks or activities to notes

Currently you can convert an activity to a task, or a task to an activity. It would be helpful to also allow converting a task/activity to a note and vice versa. This would be most useful in cases of importing files from Visio, as you can convert ...
Guest over 2 years ago in Process Creation & Editing 0 Open for voting

Disallow/Warn/Add config item to avoid publishing with unassigned activities

Disallowing a process to be published when there are unassigned activities would stop that from occurring. Either that or, as a minimum, a warning pop up when the publish button is clicked. Alternately, make it a config item that clients can contr...
Guest over 4 years ago in Process Review & Approval 1 Open for voting

Process Best Practices Recommender

Provide analysis and best practice recommendations to process builders when they're creating procedure based processes. Provide warnings when users try to do tasks like publishing processes without basic content. I have observed staff publishing p...
Jonathan Butler 8 months ago in Process Creation & Editing 0 Open for voting

Add report for all processes by role keyword

Often times we need to together the processes by a specific department. This will include several roles (ie Purchasing - Contract Admin, Purchasing - Buyer, etc). At a minimum, I would like to see a report that can search on role keyword to be exp...
Guest about 3 years ago in Reporting 2 Open for voting

View Only Permission for Process Models

We current have process documentation in Visio that we would like to transfer to Process Manager by importing them as models. While we want users to be able to review these documented processes, we don't want anyone but a particular sub-set of use...
Jonathan Butler 5 months ago in Process Modeling 0 Open for voting