Process Planner

Project Management Software

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A process visualization tool built on SharePoint provides an interactive kanban board that enables teams to manage and visualize multi-stage workflows by connecting with existing SharePoint lists, allowing for seamless drag-and-drop task movement, filtering, searching, and real-time updates without coding. Its main features include multi-source data integration across various sites, customizable process templates tailored to specific workflows such as sales pipelines or quality audits, and easy embedding within SharePoint or Microsoft Teams, facilitating improved task tracking, team collaboration, and transparency for project managers, team members, and operational leaders seeking to identify bottlenecks, streamline processes, and improve overall process efficiency.

Process Planner can be found in Project Management Software categories.

The most similar products to Process Planner are:

SmartTask Promoted → Meegle → shiftx → ProjectYin → Kantree →

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Details

Process Planner Main Features

• Easy to Use
  No coding is needed, and you can change settings quickly in the SharePoint web part properties pane.
• Source Badges
  Each card shows where it came from, and updates go back to the original list to keep data in sync.
• Business Templates
  There are over 30 templates for different processes like sales or audits, which set up lanes and columns automatically.
• Interactive Kanban
  It is a visual board that shows multi-stage processes and allows you to move items easily between stages by dragging cards.
• Quick Data Updates
  Staff can update work stages faster by dragging cards instead of filling forms, keeping data current.
• Multi-source Boards
  You can combine items from many SharePoint lists and sites into one board with shared lanes.
• Works with SharePoint
  It connects to SharePoint lists and helps turn them into a process view, making it easy to manage work.
• Better Management Visibility
  Managers can see all work in one place, helping them understand the process and find bottlenecks easily.
• SharePoint and Teams Integration
  You can put the board on SharePoint pages or pin it in Microsoft Teams, so your team can see and use it where they work.

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Process Planner Alternatives

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Meegle

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shiftx

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ProjectYin

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Kantree

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