ProcedureFlow

We want to hear from you! Let us know how to make ProcedureFlow even better!

We can’t promise that everything will be added or done right away, but we do promise to have serious dialogue with you and if we can’t do something, or do it right away, we’ll let you know exactly why. We will review every suggestion and comment that comes in, but if a suggestion has a very low amount of votes, we may let it sit for a while to see if other people would like that feature as well. Our most active discussions will tend be on the suggestions with the highest number of votes and comments.

Thanks for taking the time to contribute to the future of ProcedureFlow!

  1. Option for Dark Mode/Theme

    By design, there’s a lot of whitespace in ProcedureFlow. It be easier on the eyes if there was an option to toggle it to be dark-grey-space instead. Many applications are moving towards providing this option.

    Example: https://material.io/design/color/dark-theme.html#

    The benefits would include: reducing eyestrain, decreasing battery usage on mobile devices, and having a more modern look.

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Important and Critical information should be posted before the scroll.

    For example, MEM02526 has important information (purple boxes) at the top left. However, if you do not have your screen at full size you will miss the second purple box to the far right. If you do not scroll, or assume the first purple box is the only important information, it will be missed.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Search linked flows that were linked using the Insert link feature

    When deleting a map, you can see the affected flows that were linked to that map if the "Create a link to" was used. It would be nice to have the same feature for maps that are linked using the "Insert Link" feature. This way related updates can be made to avoid having broken links.

    We prefer using the "Insert Link" feature instead of "Create a link to" so the links can have short names and not the full map title.

    4 votes
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  4. Data shape editing improvement

    When creating a data shape and I want to both add text and add a popup for reference, it will not save both edits. It will save the text add, deleting text I had added to the pop-up. Creates re-work. Like to make all additions to shape at time of creation without having to do multiple edits.

    1 vote
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  5. Create an option to check off which steps of the flow have already been completed to make it easier not to get lost in more complex flows.

    In BlueSource, we have boxes next to each step to put an X in indicating that we've already completed that step. It'd be nice to have a similar option in Procedure Flow. Maybe you can click on a box to put an X over it to show we've gone through that already OR maybe you click on it and it turns gray? Just something to help us keep track of where we are in the flow. Especially with more complex resolutions, it's very easy to lose your place. And it can be very time-consuming to have to start over. This…

    6 votes
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  6. Group Membership

    Hi, we have about 30 entry points due to the way we use this tool (KB). When adding a new member, selecting each entry point to assign this person to them takes longer that it should, especially when you have several people to add. When I create a new entry point, I have a word file with each user email but if there were groups I would not need to do this. I could simply add a person to a group that has access to the entry points that that group requires. For example, our service desk requires access to…

    1 vote
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  7. Add Wrap-Up Selection at end of CSG/MIND flows

    This would be a big change for several pages, but sometimes, I'm not sure what option to select for wrap-up screens. This might especially help with new agents who aren't sure of all the options.

    1 vote
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  8. Ability to sort and/or change order of Starred flows

    Having the ability to "favorite" certain flows is a great feature, however there is no ability to re-order these starred flows once they've been added. Simply adding the ability to drag and reorder the starred flows would be immensely useful and I'm sure a quick and simple implementation on the development side.

    2 votes
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  9. Email notification for approval request to approver.

    Email notiication whenever approval is required, case is we constantly have to bug the approver by email or verbally please approve my changes.

    11 votes
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  10. Enable images to be Copied from Pro Flow browser window

    We store a large amount of customer service support information and often cut and paste from the text boxes into emails for clients. What would be great is if any images that have been embedded on the Pro Flow page could just be copied from the browser window and pasted into an email message. Currently it will not do this and just pastes a blank window. To get around this we have had to create an online shared folder with a copy of all images in it for pasting into emails - this seems to be a backward step a…

    5 votes
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  11. Be able to retain the ability to Bold/Italic text in a shape when you change it to a link. The formatting adds valuable in

    Be able to retain the ability to Bold/Italic text in a shape when you change it to a link. Information is lost when we can not format the text.

    2 votes
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  12. Add print option

    Would like to see an option to format and print maps - paper copies would enable quick visuals to aid in team discussions

    22 votes
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  13. Ability to add files, such as word docs, instead of having to list them as URLs.

    One of the teams I am currently doing a flow for uses a certain template throughout the process of working a ticket. They need to be able to access that template and save a copy for each ticket. It would be nice to be able to add the word doc itself, instead of having to link a URL for them to access this template. It would save time, since with the URLs, they have to enter in their login credentials each time to access where it would be located. It would work for other templates etc that other teams I…

    29 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Email Notifications when the process changes

    On behalf of a customer:

    "I’ve been tasked with finding a way to notify team members when changes have been made/approved in ProcedureFlow.

    Ideally, I would like to have an email go out to all the members who would be affected by a change – either when it is approved, or periodically (ie: weekly/monthly) to let them know that changes have been made and that they should review them.

    I have been looking thru the Help section and checking the blog for info, and I see that ProcedureFlow was designed to reduce the number of email notifications by having the…

    17 votes
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  15. Being able to import flows from one entry point to another

    Have begun using multiple entry points and created unique flows for multiple departements. However some of the work from one departement is being shifted to another. I can re-create the flows into the other entry point, a time-consuming prospect but it would be such a time-saver to be able to import them.

    17 votes
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  16. Better Usage Reporting

    Need better reporting to help us understand how procedure flow is being used. Report ideas that are relevant to us include frequency of login by user for a time period (month, year), and most recent log in. For flows - number of times viewed, to help identify which flows have the most traffic.

    38 votes
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  17. Create the ability to view a list of all flows not linked to any flows.

    I'm currently working on a project where I am currently creating a lot of flows as fast as I can using knowledge from multiple sources, and some of them are unaccurate or out of date.

    This results in redundant flows, multiple flows for the same thing, etc. So I end up with flows floating out there that arn't linked to anything and are most likely not required but when linking flows, searching between flows, etc, they'll show up among all the other entries with the same keywords (or letters). I always thought it handy to have the ability to view…

    20 votes
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  18. Shared Entry Points

    Create an entry point of shared flows that are common across multiple entry points. Especially relevant in areas where we are looking to standardize procedures.

    11 votes
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  19. Ability to use Images in popups

    Currently only able to use text in pop-ups.

    For example, being able to use images can allow us to put screenshots in the pop-ups which will cut down on going back and forth from Procedure Flow to another program the user uses.

    It makes it more efficient.

    27 votes
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  20. Ability to have one user create multiple drafts.

    Just recently I had to create several big changes to existing flows however those new flows would only be going live in a week.

    But a few days before the draft was to go live, another procedure required a change and needed to go live asap. That obviously caused an issue since if I were to make the change and approve the draft, everything would go live, including the changes that were not meant to go live.

    At the time I had used a co-worker's PF account to make the asap change and submit it and then I approved it.…

    9 votes
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