Process Documentation?

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Posted by Garland Coulson
Oct 13, 2017 at 07:40 PM

Dr Andus wrote:
? >What is a virtual assistant?

I virtual assistant is a person who takes care of tasks for me. Really just an office worker that works from their own home instead of my office.

>For simple task delegation and tracking I just use WorkFlowy, enhanced
>with some Stylish CSS scripts that colour in date tags (starting with @,
>e.g. @12_Oct_2017) and hashtags, such as #WAITING, so I know I’m waiting
>for someone to complete that task.

I looked at Workflowy a long time ago but never liked that you could create only one outline rather than a different outline for each project. And, when I looked at it last, it wasn’t really set up to add graphics and videos.

>If your needs are more complex, then ConnectedText can certainly help in
>slicing and dicing and recombining the data in weird and wonderful ways.

Thanks, I will look at Connected Text again.

Posted by Garland Coulson
Oct 13, 2017 at 07:48 PM

MadaboutDana wrote:
> >I can recommend Dokuwiki, which is relatively easy to set up, has a
>powerful search engine, and if you don’t want to set it up on your own
>web server, is hosted by lots of service providers.

Thanks. I did install Dokuwiki but it is NOT intuitive at all. I couldn’t get a table of contents/navigation to work. No [new page] button - you have to type a complex command or do a search for a nonexistant page and then a [create page] option finally shows up. Very poor interface.
> >But Wordpress also offers a plethora of useful themes. One of them,
>which might meet your needs, is PrimusNote (http://www.primusnote.org for live
>demo). It’s free, and it’s got a lovely set of functions (they also
>offer hosted services, but those start at a relatively robust USD 29 per
>month, albeit for apparently unlimited users and 5GB of storage space).

I use WordPress all the time, but PrimusNote looks like a Kanban style task management system, not a documentation tool. I already have good task management systems, I just need a way to document how to do the procedures more easily,

>A free option would be Samepage (http://www.samepage.io). Don’t be put off by
>the fact that the free option only includes 10 pages; you get 1GB of
>space (more than enough for most purposes), plus a plethora of team
>options. You can put any number of items on a page, because of the way
>Samepage is structured (by different kinds of elements, including text
>elements, task elements, file management elements, calendar elements
>etc. etc.). It’s best to go and try it out, because it will surprise
>you. It’s the successor to Kerio Workspace, which we still use
>internally because it’s so user-friendly and capacious. If you decide
>you like it, the pricing isn’t outrageous.

SamePage is a task management and collaboration system and not really a documentation system. So it doesn’t really fit the bill either. Of the ones you mentioned Dokuwiki comes closest but the user interface is unusable.

Posted by Garland Coulson
Oct 13, 2017 at 07:51 PM

Paul Korm wrote:
“Document all my processes” can have a lot of nuances—from “writing
>up some todo list templates” to “making formal BPMN process notation.
>If you are thinking more toward the right end of that spectrum—some
>degree of process formalization—I’d recommend Cacoo or Lucidchart.
>I prefer Lucidchart because it has integrations that I need, but Cacoo
>has some nice features too. Both have individual or team options.

Good point. I am not looking for a way to draw work flows which is more what Lucidchart and Cacoo does. Rather I am wanting a way that people can click on a process and see the steps in a navigation bar on the left and the step with text, screenshots and videos on the right.

When I search for any BPN software, I primarily get the drawing software, not documentation software.

Posted by Garland Coulson
Oct 13, 2017 at 07:54 PM

Dr Andus wrote:

>
>If your needs are more complex, then ConnectedText can certainly help in
>slicing and dicing and recombining the data in weird and wonderful ways.
> I had a quick look at the ConnectedText site but it looks like it is primarily for desktop only? So it doesn’t look like my team could access it remotely online.

Posted by Dr Andus
Oct 13, 2017 at 08:34 PM

Garland Coulson wrote:
>I had a quick look at the ConnectedText site but it looks like it is
>primarily for desktop only? So it doesn’t look like my team could access
>it remotely online.

Yes, it is desktop only. Although it’s possible to export a project as HTML and upload it to a server to share with others as a website, I’ve never tried that, so I don’t know how convenient it is to keep updating a website that way on a regular basis.