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Procedure Tab changed to Process

When looking at a process can "Procedure" be changed to "Process", we are finding Procedure confusing for a lot of people our organisation has written procedures with a lot of additional information and screenshots etc. When trying to embed within...
Guest 2 days ago in General 0

Ability to add email when sharing a link

Reinstate the ability to add comments or an email body when sharing a link. This feature would allow users to provide context or personalized communication, improving clarity and efficiency in sharing information.
Guest 8 days ago in General 0

Allow Import/Export to XML for Business Analysts as well

Currently only the Promaster is able to import/export to XML format. This is something that is useful for Business Analysts. It would be nice if there was a configuration setting where this could be controlled.
Evgenios Efthymiou 10 days ago in General 0 Open for voting

Link/attach a document at the process level

We have situations where we have guides or information that would support the entire process however currently we are only able to link/attach the document at the activity level. It would be great to be able to link or attached a document in the s...
Guest 5 months ago in General 0 Open for voting
125 VOTE

Delegation of Process Responsibilities

There is no way to delegate your approvals when going on annual leave. There is the capability to bulk transfer Process Experts or Process Ownership but updating Additional Approver and Publishers has to be updated by each individual Process
Guest almost 6 years ago in General 7 Under Review

Add an option to select the method of merger for view permissions, when moving a group using 'Manage Groups'

Background: With a complex group structure, high level groups have different viewing permissions for different sets of users, e.g. one branch has the 'All Staff' role and another branch has named users users. Problem: Currently, when moving a lowe...
Guest 24 days ago in General 0 Under Review

Review all images and documents attached to a process under the process review, rather than separately

With hundreds of processes requiring review that include 10 or more screenshots or videos (images) it is painfully time consuming going through each item individually for each process. As these images also require a review it creates hundreds of i...
Guest almost 6 years ago in General 15 Open for voting

Prompting When Archiving Process

We have found that documents tend to be overlooked when a process is archived and those documents are no longer required i.e., an image that pertains to that particular process and is no longer needed. Potentially we would like to see a prompt pop...
Guest over 1 year ago in General 0 Open for voting

Include ability to do text formatting within tasks and notes (text editor)

This request has come up time and time again and pertains to procedure view rather than map view. There are times we'd like to call special attention to viewer to some section(s) and currently it's quite challenging.
Guest almost 6 years ago in General 11 Open for voting

Mass transfer of @TODO (eg. when someone leaves the company)

When you transfer Ownership (Owner/Expert) of a process, you should also get the option to transfer any @TODO within that process that are assigned to the same person. OR Facility to transfer @TODO that are assigned to a particular person on mass.
Guest over 5 years ago in General 9 Under Review