Having easy to find processes is half the battle. Now with collections you can group related processes together all in one place and sort them in a specific order. Collections can be used to create training programs to onboard employees or customers, best practices play books, online manuals, or for product support.
Updated Process Filter
We have given our process filtering feature some love. Now filter your processes from the secondary sidebar with all the same functionality as before. We’ve also added the ability to sort and amped up the search bar for more relevant and precise searching.
Updated Profile Page & Assigning Users to Groups
We reworked the profile page. You will notice a major cleanup as we removed unnecessary text fields and now give only two account type choices. All users and admins alike can now see what groups they are part of from here. Admins also have the ability to change their primary group. We also removed any editing capabilities to users except for changing their password.
A user’s page has the same layout as the profile page. With the new layout, admins now have the ability to add or remove groups as well as change the user’s primary group.
Assign a Draft for Review
Now assign a draft for review to one user. This can be to either a user or admin. When assigned a review the user/admin has the ability to make any necessary changes and send it back to the creator.