Build Your Process Template
Using Our Simple Drag & Drop Designer
Create Your Tasks & Headings
Edit, Move, Duplicate & Delete
Type the name of your task and press 'Enter' to add another task. You can easily add multiple tasks within a few seconds.
Add headings to group your tasks in to logical sections for improved readability and structure.
Drag and drop the tasks and headings to change their order.
If you have multiple similar tasks click the 'Duplicate Task' button to duplicate the task and all of the content within the task.
Use the 'Tasks Toolbar' at the bottom of the 'Tasks List' to add, move, duplicate and delete tasks and headings.
Add Content Controls
To Your Tasks
Use our wide range of controls to capture input or display data within your tasks.
Simply drag and drop the controls on to the designer.
You can easily create even the most complex processes using our controls.
Set Due Dates
To Ensure Timeliness
Use dynamic due dates or one-time due dates to ensure that tasks are completed on time.
Dynamic due dates are set within your template. The due date is set for every checklist based on your template. The due date is calculated based on the start date of the checklist. For example: 1 day and 8 hours after the checklist has started.
When a task is overdue a notification is sent to all administrators and all users assigned to the task.
To Collaborate Easily
Assign tasks to users and/or groups.
Control access to a task by specifying that only assignees can complete the task.
Define your assignments in the template so that the assignment is automatically made whenever a checklist is created.
Add new assignments directly from the checklist whenever you want.
When a new assignment has been made a notification is sent to all assignees.
Using Halt Tasks
Enforce the order in which tasks can be completed using halt tasks.
All tasks that follow a halted task will be greyed out and not editable until the halted task and all preceeding tasks have been completed.
Use Conditional Logic
To Create Dynamic Processes
Use conditional logic to create truly dynamic checklists based on if/then logic.
Show and hide tasks based on the value entered in to a specific control, such as a text box or drop down.
Responsive checklists give you more power. For example, if the user selects a product you can display tasks that are related to that specific product only.
You can create multiple conditional logic rules to control exactly how you want your process to behave.