Last updated November 14th, 2019
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Projects make our world go round. See how ProcessKit powers your projects with repeatable, adaptable processes.
Document your standard operating procedures. Build powerful, automated workflows for your team. Use them to power your projects.
Give your most repeatable projects a custom project type. This makes ProcessKit work the way your business works, and adds powerful automations to those projects.
You can have your process(s) automatically pre-load into your projects. Put your entire team into motion with just a click (or automation).
Define rules in your processes so that your task start and due dates can be automatically calculated based on the current projects. They can adapt to real-time changes too.
Our powerful 2-way Zapier integration enables you to connect ProcessKit to thousands of popular apps.
Further customize your projects by using custom fields. Make your fields automatically included in projects of a certain type.
You and each person on your team can see a list of all the tasks they're assigned to, sorted by dates, and ready to check off.
You can make some projects members-only, so that only specific people can see and access them.
Every project and task can have a start date and/or a due date. These can be set on-the-fly or set dynamically.
Create and apply tags to projects. This is great for organizing projects by client, or by status, or anything else.
Not every task needs to follow a standard process. Sometimes you just want to create and assign one-off tasks on the fly. Easy!
See the history of all events that happened on both the project and task level. Also view each person's activity history.
Leave comments for your team on both the project and task level.
Organize your process templates into groups, to easily filter them by their use case or department in your company.
You can give users different levels of permissions to see, do, and access various features.
Import 'Kits' that include ready-made process templates, custom fields, and project types. Export and create your own Kits for others to use.
If you own or access multiple ProcessKit accounts, you can easily switch between them without logging in and out.
Every screen and feature is optimized for viewing and using on any mobile device. Save ProcessKit to your phone's homescreen!
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Invite your clients, temp contractors, or other guests to specific tasks or projects.
Create projects that repeat on a recurring schedule of your choosing.
Create a template email that can be sent from a task and pull in dynamic variables from the project and its fields.
Create forms that you can email or share with others. When submitted, that info comes back into ProcessKit and can trigger next steps, etc.
We already have dynamic dates that depend on other tasks. Soon you'll have options to disable a task checkbox until another task has been completed.
'If the current project has this criteria, then show or hide this task' and similar workflow rules you can build into your processes.