Create, publish and complete tasks from your templates. If you’ve set up a template for onboarding new customers for example, you create a task from that template each time a new customer comes onboard. When the task is published, emails are sent to the people who have an activity to complete and they can tick it off when it’s performed.
Step 3. Track progress
View the report to find out the status of your task. The report shows the steps that have been completed and for those that haven’t, it even captures the reason why. No need to chase colleagues for updates.
Testimonials from our customers
“Process Bliss gives me control back of my business by knowing that everything is being done correctly, every time. We need to standardise our own processes, especially as we recruit new staff. Process Bliss is the best tool for that.”
“With Process Bliss, I think I can get to a place where I have a light touch in the overall running of the business, and I am released to do sales all day long. Being free to concentrate on the bits I really like doing, and the things I’m best at, will ultimately give a better result for the company.”
“I need to know that tasks are being completed as efficiently and effectively as possible, and that processes are running like clockwork. I could immediately see that Process Bliss would make all our lives easier, and help us to avoid any slip-ups that could affect the quality of service we give to our clients.”
“Process Bliss is very easy and intuitive to use. Once you’ve created your process you can see, in a single view, where the process is being run and how far it has been completed. Great for checking where there are bottlenecks and potential improvements.”