Process Management Tools - Features and Functionality

Process setup is a straight forward activity. It can take only minutes to set up the process and begin adding steps as needed. You will be able to manage your process activities and resources effectively.

Feature Overview

Unlimited Processes
Unlimited User Access
Role-based Security
Manage Processes
Manage Entities (Companies)
Manage Process Steps
Upload Files
Integrates with Project Manager
Tracks Time Frames
Manage Resources
WYSIWYG Description Area

Process Management Objectives

• Be affordable
• Be easy for anyone to use
• Allow for any number of users
• Allow for any number of process and steps
• Be role-based
• Provide a glimse to users of all assigned steps

Technical Descriptions

Entity Manager

In the CRM, set up your client as a company or a contact. Add name, contact information and other relevant details.

Process Template

Define the following for a process:

• Name
• Description
• Status
• Process Type (Forward or Reverse)

Step Manager

Define the following for tasks:

• Step Name
• Details
• Priority
• Assigned Role
• Due Date Interval
• Reminder Interval
• Drop Off Interval
• Weekend/Busines Day Options
• Status
• Billable Hours

All Tasks View

View tasks from all projects in the Manage Steps view. Steps change in color based on the the due date

• Green - due date is out at least 3 days
• Yellow - due date is within 3 days
• Red - step is over due
• Gray - step is complete or cancelled

Process Management Tool Integration

The process management tool is integrated with the project management tool. If you have access to both tools a merged view allows you to see all relevant activities at one time. Users are able to see all of the activities assigned to them.

Next Steps

1. Create your account
2. Add a process
3. Add steps