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Knowledge Base


Video Tutorials (10)

  • Making-of: Bug Report
  • Assigning roles to users
  • Function of roles
  • How to create a news task
  • How to create a web form

Signing Up (5)

  • How can I sign up for Proces.io?
  • Do I have to pay when I sign up?
  • I can’t log in after I have registered!
  • I didn’t receive a confirmation email.
  • How can I login to Proces.io?

Getting Started (5)

  • What can I do with Proces.io?
  • I’m not sure how to build a process. Help!
  • Can I start using a template immediately?
  • How can I edit my profile?
  • I can’t update my profile picture

Organization (6)

  • What is an organization?
  • How can I edit the organizations settings?
  • How do I add users to my organization?
  • Can a user be in different organizations?
  • How can I add another admin?

Applications (6)

  • How can I create a new application?
  • How can I change the applications name?
  • How can I change the icon and its color?
  • How can I save the application?
  • How can I delete an application?

Forms (5)

  • What fields can I use in a form?
  • Can I share my form with external persons?
  • Can I integrate the content e.g. in an email?
  • What is a “Live Form”?
  • What is a form fulfilled by all members?

Actions (3)

  • What kind of actions can I use?
  • Can I add more than one action?
  • Which integrations can be executed?

Conditions (3)

  • What exactly is a condition?
  • How can I set up a condition?
  • Can I set up multiple conditions?

Roles (2)

  • How do I assign roles?
  • Can I assign roles during the process?

Process Overview (5)

  • How can I change the process overview?
  • How can I scroll in the table view?
  • I want to see only important information!
  • Can I save my customized view?
  • Can I export data to excel?

Mobile App (4)

  • Are you having a mobile app?
  • Can I build a process with the mobile app?
  • How can I look through a process?
  • Can I integrate my camera?

Proces.io

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02-595 Warsaw

Email: biuro@proces.io

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