- User Guides
    
- Getting Started
 - Organization Chart
 - Job Descriptions
 - Four Key Functions
        
- Four Key Functions
 - Sub Functions
 - Adding Processes to the Four Functions
 - Deleting Processes
 - Moving Processes from One Key Function to Another
 - Moving / Recording Processes within a Key Function
 - Printing Process Lists
 - Process Color Identification
 - Mark a Process as Complete
 - Adding From a Process Library
 
 - Process Documentation Tools
        
- Documenting Work Processes
 - Edit Title and Objective of Process
 - Creating New Process Tools
 - Editing Existing Process Tools
 - Delete a Process Tool
 - The Deleted Folder
 - Archiving a Process Tool and The Archive Folder
 - Printing Process Tools
 - Saving Process Tools
 - Reordering Process Tools
 - Inserting a Hyperlink
 - Building Work Plans
 - Deleting Tasks and Expectations
 - Editing Existing Tasks and Expectations
 - Check Lists
 - Scripts
 - Upload Files
 - Documents
 - Custom Forms
 - Policy Notes
 - Video
 - Audio
 - Using AI to Build Process Tools
 
 - My Processes
 - My Employees
 - Process Assignment
 - Reports
 - Account Administration
 - User Settings
 
 - Training Webinars
 - How to Videos
 - Contact Support
 
Select your criteria to filter the report. You can choose one criteria or multiple. Choose none/leave blank to run a report for all employees
- Start Date: Search for work completed after a specific date.
 - End Date: Search for work completed before a specific date.
 - Save As: Search for what the process was saved as.
 - User: Select the employee you want to report on. Choose none or leave blank to run a report of all employees
 - Process Tool Type: Run a report of a specific process tool template. Like all checklists or workplans, etc. 

 
Select “Run Report” to see results
Note: If you choose to run a report of “all employees,” the employee’s name will appear under the process name.
