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!
45 results found
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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 votesJust an update that we have begun development work that will provide more high value reports you can use to see how users are interacting with the flows.
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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creating a lot of flows as fast as I can using knowledge from multiple sources, and some of them are unaccurate or out of date.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 -
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 -
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.31 votes -
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 -
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 -
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 -
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 -
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 -
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 -
Make Arrows and Shapes Connect "Magnetically"
This is an idea that we have to make arrows and shapes connect faster by having them be almost "magnetic". Is this something you the users would like too?
11 votes -
Can A Manager Role Be Created
This Role Would Allow Access To Reports And Users But Not Provide Org Admin Rights.
3 votes -
Play mode - step by step mode
When you will click on "Play" button you will start from the beginning of the flow in full screen format for first step. And there will be options to go with flow, depend on answers. It's good for industrial fields and smart-phones.
1 vote -
Add An Optional "Note" Field For The Org Admin In The User Record
It would be helpful for reporting if an optional "Note" field could be added to the user record so that Org Admins could include the users Manager's Name (for example) or any other relevant detail pertaining to the user.
5 votes -
Report that shows all users and their permissions in each entry point.
The first column would show the user names. The headers would be the Entry Point Names. The report would display 'C' (contributor), 'A' (approver), 'V' (viewer) or 'Admin' (administrator).
4 votes -
Option to set default shape size for shapes that are pulled from the side edit bar
I use a standard minimum size for action boxes, decision diamonds, etc that is bigger than procedure flow default, so every time I drag shapes from the side bar I need to resize it. Instead of using the side bar, I open up edit mode on an existing flow and copy the shapes over.
I'm not saying I'm in desperate need of this feature, there are many other ideas in the list that I would prefer to see sooner. Just wanted to share the thought, not sure if it would be easy to add or not.
Thanks!
4 votes -
Under the PPV flow if the customer has a PIN you have to add the pin at the top before you can process the PPV title
PPV add on of PIN
1 vote -
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 -
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 -
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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