Process Manager

Hi, I have connected the improvements module data to Power BI using the API Key. Is there a way to also connect the Promapp Reports to Power BI?   Many thanks Michelle

We are looking to use Checklists across multiple processes where there is the potential for 100s of checklists to be created. It appears that all checklists are managed in the one location in Promapp (All Checklists), which has the potential to become somewhat unwieldy. Looking for any community member experiences and best practice suggestions for setting these up in a way that is easy to use and reference and also report on.

Hi all, Looking to learn from those with experience.We are young in our Promapp journey - in a business where process thinking is very, very new - processes are by and large in peoples heads, metrics don't exist, data is fractured andWe have a few key processes which we think would lend themselves to checklists well: - as a way of validating new employees have performed tasks a sufficient amount of time to make them proficient during their probation period, or - to start to track applications as they come in and move through the steps until "done". In effect, we will be gathering business metrics for the first time.Before we embark on this, I'm interested to understand from those who have already done this...are there key learnings you'd like to share, pitfalls to avoid, warnings or other things we should know now?Similarly, are there things you recommend using them for as no-brainers and "highly recommend"?All advice wi

Hi,  Can we have multiple “owners and experts” for a process?  As of now, if we want a temporary user to update processes in place of the actual user, we have to temporarily change the expert, so he/she can update the processes, and then we have to go back and change the processes back to the actual expert.  Can a group of experts and/or owners be set up for a process so we do not need to continuously process changes? Which is the best practice for temporary transfers/delegations?  Thank you!

Hi,   I want to sort and show the process groups in a particular order. Is there a way to sort them without adding any prefix or numbering?   Thanks, Ram

We recently added our quality training checklist to the Improve.it Register however, the registered does not provide facility for the forms to be printed.  Is there anyway that we can add a print button so that we can print the forms required during training 

Hi all,  We are going through a relaunch phase and developing best practice standards, which have not been implemented prior.    A question, what best practice standards/ governance did/ are you using and would you be willing to share such a standard document or best practice document?   TIA

Hi there,Just wondering if someone could please explain what Variance Scenarios would be used for in Timeframes? I've tried looking through training materials (e.g. Nintex University, etc) and can't pinpoint anything specific to this feature.I'm drafting a User Guide for my workplace and just want to make sure I'm explaining the purpose of variance scenarios accurately. Thanks in advance!Cheers, Geri

Hi Team    Is there anyway we can implement a multi select close button rather than having to select and close every incident.

Can a reminder be attached within a Promapp process to trigger an action at a specific time of year?

For starters, excellent new vibe across the page, I'm loving the "refined" look of Promapp!To my query: wouldn't it be helpful if there was an option for a caption below an image? Specifically, if you have more than one image per activity, it's hard to know what's behind a thumbnail.Let's have an option for a caption under an image thumbnail!

When a user allocates a role to a group folder, the groups within that role automatically link (like a process).  But in most cases, at the higher group level, there is limited need to link these groups as they are standalone (note that there is a need in some instances to link them).  The only way to unlink them is to move an unallocated group in between them at set up. Although this works, it requires that you have enough unallocated groups.  Is there something I am missing or is there a way to do this?

Hi, I'm not sure if this is the right place to pose this question, so apologies if it's not. I was wondering if the ability to create a parallel link between activities in a process variation is on the roadmap? Several times I have needed to make two activities parallel, but this feature is not available when the process has variations. Is there a timeframe to make this feature available please?Thank you,Zöe

What could be the reason that user cannot make a copy of a published process? Only export is possible in the menu. What should be done in order to copy a published process for all users. Our settings let all users to create new processes.

It is great to hear that there is finally going to be some improvement in the Promapp Mobility space, as presented at this mornings Processfest. Will this however extend to people viewing via minimode view? Or will this only work via the app that was discussed? Minimode is critical where a webpart on a website links to a process for external users. As an audience it is critical that these external parties viewing our process have a clean UX.

I have a support ticket in, but looking here as well to see if I can get a quick answer. With the recent update that Nintex did for Promapp changing the permission structure my users of content that do not have profile and would view content via mini-mode links are now getting login prompts and are not able to view content they were able to view previously. Has anyone else dealt with and found a solution, or have an idea.Below are images of config for Mini-mode and View Options tabs from out site. Thanks. Edit/Update:  By turning off the last config in Mini-mode that limits access to restricted processes I have been able to return access to mini-mode links.... looking at the documentation for the change it looks like if the group did not get the "All Staff" role as part of the permission transition this could be part of the problem... still trying to resolve thought this will work temporarily. 

Currently when process ownership is re-assigned to another user, our Promaster has to go through all the processes and re-assign the @todo notes.  Is there any way these could automatically update when the ownership is changed?

What are the video formats able to be uploaded to a process? We have tehm currently saved as a Media Player file but I get an error when trying to open from Promapp. The file opens fine from the document management system.

we are finding that our users are creating a lot of similar processes in Promapp that are really just variations of a single process flow.  Is there a way to merge existing promapp processes together, or, is this something that may be on a roadmap for future enhancements?  Thanks!

Hi Community, We've being using Promapp for a long time now, but it always was a bit neglected and user adoption was low. This is about to 180-degree-turn-style change now due to unified leadership team support and an initiative to get all processes truly mapped out with a proper lifecycle management around it to keep them up-to-date which is fantastic. With all that momentum there might be some overenthusiasm though to use the tool for what (I think) it not really is made for. I see ideas being floated to use Promapp as a place to document/store FAQs and How-To's (e.g. "how to view errors in a specific app when we receive an alert", "how to use a Surface Hub", "How to use VPN", "How to set up your working-from-home hardware", ...).The idea for staff to just search in Promapp for all their questions is enticing, but I'm very conflicted as the tool itself doesn't e.g. allow inline images in text which is what is necessary for most good IT FAQs and H

Not a question. Just a post in a place where I think folks will understand me. The other day, I learned the Awesome Meter will be going away to make room for other cool Promapp features. I'm not protesting. Just reflecting on the joy it has brought me in my limited time with Promapp. To let my community of users know to memorialize their Awesomeness with a snapshot of their meter, I posted mine in our internal Slack channel. I thought I'm the Promaster, my Freakin' Awesome meter image is legit and I'll share with everyone to take a similar snapshot. To my delight, others posted their snapshots and some were way more Freakin' Awesome than me. It signaled to me that we've done a great job with Promapp here.Thank you, Awesome Meter. We will miss you!

Can I use process variations to manage current (as-is) and future (to-be) processes? I was in a Nintex webinar the other day and I saw the demonstrator using a process with variations for current (as-is) and future (to-be). This wasn't the focus of the webinar however it got me thinking about how to efficiently manage as-is/to-be processes going forward. I'm thinking of setting up the following to manage this - I'd love to hear people's thoughts/experiences on this:Create process for the first time in Promapp (standard, current, and future variations) Publish current variation when process is finalised, leaving the future process as draft Everyone uses the published current variation The process owners/experts work on developing the future variation until they're ready to implement it This is where I still need to work out - Then either: Archive the current variation an

Join us for our next Nintex Promapp User Group to interact and network with Nintex Promapp users to hear how they are using Promapp in their organization. Organizations are leveraging Nintex Promapp as a valuable toolset to improve team culture, drive collaboration and innovation, and achieve operational excellence. May 19th 2:00 - 3:00 EasternTopic: During our next meeting, we will be discussing user adoption strategies to help your organization grow your process mapping footprint – but in a deliberate and strategic way. *New* we’re looking for a featured guest speaker to lead the discussion in May. We’d love to hear directly from some of you – and your users! – to learn more about what it’s like to adopt process mapping outside of the process improvement team. Please contact Maggie Swearingen –

Hello,We are working on very high level maps that will eventually lead to more detailed maps. One activity we have listed is to "Administer the Contract". Is it possible to have the tasks be links to the more detailed process maps within Promapp? For example, one task/process that we complete to Administer the Contract is Conduct Site Visits which has its own map.

May be an easy fix - I hope - but how can I get my process map to display in Portrait mode, like the rest of the document, when I print to PDF?