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ProcessKit, at its heart, is truly a project management tool. Yes, of course it's about Processes too, but processes aren't worth much unless you can actually use them on projects, right?
So projects in ProcessKit are one of our core features. In fact, just about all other aspects of ProcessKit interact with your projects in some way.
Projects are where you can gather your teammates, execute a deliverable, track progress, and of course, automate and streamline all of that using your processes.
What makes Projects different in ProcessKit? You can create custom Project Types, which can then automatically load in all the right processes, people assignments, and automations so that your team is off and running without you lifting a finger.
Process Templates in ProcessKit are what turns your operation into finely-tuned, scalable, adaptable, machine.
Use the Process Editor in ProcessKit to easily and quickly document all of your standard operating procedures (SOPs), complete with details, images, links, videos, and more.
Pre-assign steps to members of your team so that they're automatically assigned when the process gets applied to your projects.
Program in powerful automation rules that can auto-calculate due dates, show or hide certain steps based on different situations, and more.
You can create your own custom project types for all of the routine, repeatable work that happens in your business.
Using project types, you can pre-load the right process(s) for each type of project. Those processes would then have all of your automations and people assignments built-into them.
That means you can fire up a new project and have all the pieces magically fall into place in a snap, thanks for custom project types.
Skip all the legwork of manually creating and assigning tasks and organizing your projects.
You can automatically load-in your processes onto a project using custom project types and automation rules.
Zapier was the first and continues to be the most important integration in ProcessKit. Zapier lets you connect thousands of popular tools to ProcessKit.
It's a 2-way integration, which means you can trigger Zaps in Zapier when things happen in ProcessKit, or you can use ProcessKit as an action in your Zaps, triggered by other tools.
For example, you can send a Slack message or update a Google Spreadsheet anytime a task is completed in ProcessKit. Or you can have your website form automatically fire up a new project in ProcessKit (which can automatically load in your process(s)).
Using ProcessKit as an "action" in Zapier:
Using ProcessKit as a "trigger" in Zapier:
Projects in ProcessKit can either be visible to your entire or restricted only to specific members.
You also have control over whether or not assigning people to tasks (which can sometimes happen automatically), may or may not also grant someone access to a project. You have complete control.
You can set both start dates and due dates in ProcessKit. These can be set both on the project level, as well as the individual task level.
Start & due dates are optional. But when they're set, and when someone is assigned to a task, then they will receive an email notification when a task is due to start or has become past its due date.
You can define your own custom fields and use them on your projects.
This enables you and your team to save specific types of data or content to projects, and have all of those pieces organized as you need.
The power of custom fields shines through in your processes. You can define rules on tasks that say "show this step only if the custom field is set to XYZ" or "Hide this step if this custom field hasn't been filled in yet."
You and each person on your team can see a personal list of all their tasks across all of the projects they're currently on. This tasks list can be sorted by due date or start date.
There is also a projects list and full activity stream for each person.
People with owners and administrator-level permissions are able to view the task lists of other people. People with lower permissions can only see their own tasks list.
Tags are a great way to organize your projects by different things. For example, you might want to have a tag for each of your clients, so that you can filter your list of projects to show only those for a particular client. Tags are flexible enough for any type of organization.
Not every task or project in ProcessKit needs to be run by one of your standard processes. You can (and often should!) create one-off tasks for you and your teammates.
That's easy to do in projects. Whether you're creating a custom task list, or you need to modify a step or two in one of the processes that were loaded in. You can do that in projects without disrupting your templates or other work.
Every project and every task in ProcessKit has a detailed activity log, showing you everything that happened. This gives you a clear audit trail without having to nudge people on your team to find out if or when things got done.
You and your team can comment to one another on both the Project and individual task level.
When you've built up a large library of processes for your business, you'll need some organization.
Process Groups in ProcessKit allow you to put your processes into groups (or folders), and filter your list of processes by group(s).
The people you invite to your ProcessKit account can be given different levels of permissions, with varying abilities. Some people can be able to create and edit processes and projects. Others can only be able to view projects and check off tasks that are assigned to them.
You can also restrict individual projects to individual members of your team.
You will be able to invite people as "guests" to access individual projects with processes and tasks. Guests would have limited permissions and won't count toward the number of "full users" in your ProcessKit plan.
Guests would commonly be used to give your clients limited access, or collaborate with a temporary contractor on a short-term basis.
Projects and tasks can already have start and due dates set on them. These trigger email notifications to those who are assigned.
Soon, you can build automation rules into your process templates that will automatically calculate these due dates for you, once the process is applied to a real project with a ship-date.
Projects can be created with a click or created automatically using an integration.
Soon you will be able to set up recurring schedules to automatically re-create new instances of a project every day, week, month, quarter, year, etc.
Not only are we building the ability to import a process template into your ProcessKit account, we're also developing an extensive library of ready-made processes you can import, use and adapt to your needs.
You will also have the ability to share processes with other ProcessKit users.
You will be able to create a template email on a step in a process, which can pull in dynamic variables from the current project and its custom fields, and then have that email automatically (or manually) sent off.
This is perfect for sending off routine deliverables to clients, delivering a monthly report, or sending a regular update to a stakeholder.
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Keep an eye on our next milestone!