Help your teams get it right, every time

The easiest, most powerful task management software for your business.

Make best practice repeatable

Create & share easy to follow process templates detailing everything teams need to know

Ensure everything
gets done

Execute workflow as team checklists with dependent dates and clear owners for each step

Gain clear
progress visibility

View in one dashboard all Task progress, what is overdue and what is on track

Raise & resolve

Communicate, @mention & resolve issues as a team, keeping a record of everything discussed

Save time with integration

Integrate & automate with over 2,000 applications including your CRM, email & finance software

Reduce cost of compliance

Manage audits, track non-compliance and record ‘why not done’, with audit trails and timestamps throughout

Process Bliss combines workflow & tasks to embed a culture of growth

Start each day calm & focused, knowing exactly what needs doing.

Process Bliss 'My Tasks' is a personal to-do list for every user that helps them take control of their day, prioritize and reduce stress.

Projects, actions, tasks - or just a reminder to buy the milk from your mobile app. Miss nothing and have clear visibility across your teams.

Create workflow consistency with checklists and templates.

Create repeatable checklists from your templates to help your teams get it right, every time. Communicate and @mention to resolve any issues. Eliminate frustration with visibility.

Everything they need to do shows in 'My Tasks', with due dates & notifications so nothing gets missed.

 

Gain clear visibility into progress, workload and what is overdue.

Use Dashboards, Reports or 'All Tasks' to show you exactly what you and your team need to see, in the way you need to see it.

Track what has been done and by whom, what is overdue - and what couldn't be done, so it can be fixed.

Less expensive than chaos

“The best product we have invested in so far, now everyone knows exactly when and what to do”

 

Chrissy Wilson
Operations Manager

Features

Close Top

See Main

Implementation options?

Starter Assistance (Included Free)

  • 4x one hour video calls
  • To advise, train, map, integrate

Accelerator Pack (£995/$1,350/€1,200)

  • 3x 4hr remote/onsite (UK) sessions
  • Delivered to Proven Process

Managed (Bespoke)

  • Defined scope of delivery
  • Compliance (ISO, CQC, FCA)

Centralised template library

  • Drag & drop workflow builder
  • Dependent dates, decision branches & loops
  • Attachments, forms & data capture
  • Pre-built workflow Template Library
  • Continuous Improvement feedback

Tasks & workflow

  • Ad-hoc & Repeatable Task management
  • Notifications & Activity feed
  • Scheduled & Recurring Tasks
  • Resolvable comments & @mention
  • Task/Step Quick Reassignment

Dashboards & reporting

  • Process quality analytics
  • Template RAG progress reports
  • Save & share Task status reports
  • Dashboard report views

Compliance management

  • Permissions based folder structure
  • User management & permissions
  • Full audit trail of all activity
  • Create inspection/audit templates

Integrate & save time

  • Integration with 2,000+ applications
  • Native mobile apps (iOS & Android)
  • Live Chat & Email support

CLOSE ALL

Process & Policies

One central accessible library

Collaborate, create, publish & share
Documents, data & flowchart support
Permissions based folder structure
Pre-built Template library

Workflow

Deliver operational visibility

Execute as dynamic Task checklists
Report on progress & status
Improve with continuous feedback
Integrate & automate 3,000+ apps

Compliance

Reduce cost of compliance

e.g. CQC, ISO, GDPR, HSE, MFID2, FCA
Policy acceptance & Audit Templates
Evidenced audit trail of all activity
Record process success & failure

Frequently Asked Questions

What kind of process or workflow tasks can Process Bliss help manage?

In Process Bliss you can create, centralise and execute all of your business process, no matter how big or small. Whether HR, finance, operations or customer success, we can help with;

  • Customer onboarding
  • Approval processes
  • Content production
  • Employee onboarding
  • Finance operations
  • Quarterly reviews
  • Compliance reviews
  • And anything else you need...

Process Bliss also assists with compliance, such as ISO or FSA, in order to show that processes exist, are maintained, and are followed - with a full audit trail.

If you're looking to understand better how to improve team task management, the linked article discusses some options and tactics you can take, along with this article about prioritizing team tasks.

 

When you say integration, how can that help me?
This is where things can get exciting. We always recommend starting simple, and making sure the process works - because automating something that isn't great won't make things better.

We support integration through Zapier, which means you connect Process Bliss to over 3,000 applications including CRM, email, finance or other databases. This could be Salesforce, Pipedrive, Google Sheets or Google Forms or many other systems.

Example use cases include;

  • Data captured during a process task to be automatically inserted into your CRM
  • Automatically email a generated PDF report to a client using data entered during the task
  • Kick off a Process Bliss task based on a field changing in Salesforce
  • Creating a Process Bliss task from an email in your inbox, to add it to your personal 'to-do' list

Integrating systems and automating activities helps you save time and reduce cost, and to provide an even more brilliant service to your customers.

 

If I need help getting started, what do you offer?

While Process Bliss is simple to use, we're keen to make sure you get value as quickly as possible. As you'd expect, all customers have access to our extensive support documentation library, email support and responsive online chat for any queries.

Process Bliss Implementation options;

  1. Free support call during your trial
    • To answer questions, discuss your use case, map in an example process
  2. Starter Assistance
    • Assigned, dedicated specialist
    • 4x One hour video calls
    • To advise, train, help map, advise on integration
    • Included free with every active subscription
    • Recommended for less than 10 users
  3. Accelerator Pack
    • Delivered to Proven Process
    • 3x 4hr remote or on-site sessions
    • Help you achieve more value, faster
    • £995, $1,350 or €1,200 depending on currency
    • Onsite is UK only, travel costs may be charged
  4. Managed Implementation
    • Agreed scope of delivery
    • Senior consultants embedded in your business
    • Typically targetting compliance (for example ISO, CQC, FCA)
    • Cost is bespoke depending on requirements
    • For larger implementations or complex requirements
CLOSE ALL

Testimonials

Terms of Service     Privacy Policy     Cookie Policy

Deftli Ltd t/a Process Bliss
Registered address: Chantry House, Hill Green, Leckhampstead, RG20 8RA