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. Bread crumb list for users

    As an Admin- when you are in edit, and more, and delete flow- this shows you a list of where the flow can be located.

    Any chance this feature can be brought out front so users can see where else a flow is located?

    1 vote
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  2. Dynamic cursor instead of changing between regular/connector

    it is cumbersome and time consuming to switch back and forth between the regular cursor and the connector arrow cursor. If there were two sets of handles - one set on the corners to resize, and one set that begins an arrow - it would save a lot of time. this functionality is done really well by Lucid Chart.

    3 votes
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  3. 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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  4. Ability to white label tool with our logo

    Ability to have a personalized logo for our company on header of each page

    1 vote
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  5. Sorting of users - Export User Data to Spreadsheet

    Should be able to sort the user list by "Last Active" to allow better tracking of Procedure Flow usage and also be able to export this list.

    1 vote
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  6. 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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  7. 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…

    30 votes
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  8. 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.

    19 votes
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  9. Save a work flow as a .png graphic file

    I would like to be able to save a flow as a graphic .png file so I can imbed the graphic into a document. I recognize that there are alternatives to capturing a graphic. However, if this is a relatively simple thing to do, it would eliminate the number of steps I need to take to incorporate the graphic into my document and speed up this process considerably.

    5 votes
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  10. 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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  11. 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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  12. 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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  13. Ability to hide process until user 'clicks' on precondition.

    This would be used to help keep the look of the main procedure flow clean and simple and it would also help with future data collection when that ability is realized.

    For example, Procedure Flow could track which parts of the process were used and how often encouraging customer to invest in that area of the process.

    This would also aid in developing a hovering disposition code which can change by virtue of what area of the process was 'clicked' (accessed)

    11 votes
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  14. 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.

    30 votes
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  15. 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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  16. Adding larger-scope procedure design philosophies in the help section.

    This idea is something that isn't pressing, but may help people learn how to save time in planning flows for entire projects from the ground up in a way that would make changing existing flows a whole lot easier.

    It's been my experience that when a new project comes onboard, it will sometimes require a large set of flows and that planning is key to saving a whole lot of time when choosing which information to place in which flow, etc.

    Something which I know your team knows very well is procedure creation methodology. My past KB experience has been…

    2 votes
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  17. Automatic right angle arrow creation

    When you connect two shapes with a diagonal line, have it automatically create a right angle.

    Also, when re-sizing shapes that have one or more angle arrows, don't knock out the elbows, should be able to move shapes vertically or horizontally without popping out the elbows at the other end.

    15 votes
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  18. Make it easier to change shapes

    I would like to see an option where I can keep the text I have already typed and formatted to remain if I decide to change the shape (without having to copy/paste, drag a new shape, etc)

    6 votes
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  19. Add a bookmark feature.

    Some of the flows that I am building include jobs that can run over a day. When agents leave for the day, it would be nice if they could pin-point exactly where they left off- not just which subflow they were working on, but which step in that sub-flow.

    4 votes
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  20. Object Spacing auto-formatting

    As a PF content creator, I use my own set of conventions when it comes to spacing between objects and spacing minimum spacing between objects and the top and left sides of the flows (for me it's 2 squares from the sides and I find that 4 squares between objects makes look tidy and gives enough space to add text in lines for question objects). The ability to have an auto-formatting button based on personal criteria or a standardized object placement convention would be nice.

    23 votes
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