Feature Deep-Dives
By Brian and 1 other2 authors23 articles
- Sections: Organize Business ProcessesVisually structure and manage your workflows with clarity and confidence using Puzzle’s Sections.
- Steps: Break Down WorkflowsUnderstand how to use Steps to break down processes into manageable workflows in Puzzle.
- Tasks: Manage Action ItemsDiscover how to use Tasks in Puzzle to create and manage action items that help drive your workflows to completion.
- Using Entities & Attributes: Visualize Data Flow Across Your ProcessesEasily Track Data Usage, Simplify System Changes, and Visually Demonstrate How Information Flows Across Your Processes!
- Using Templates: Deploy Processes Faster Than Ever BeforeDiscover how to create, modify, and use templates to deploy processes faster than ever before!
- Utilizing the Tool Canvas: Plan and Manage Your Tech StackLearn how to integrate and manage your business tools within the Tools Canvas to get the most out of your tools.
- Workspaces: Manage Multiple CompaniesLearn how to use the Workspaces tab to manage multiple company operations efficiently.
- Workflows: View & Edit Your Process DiagramsDiscover how to view and edit your process diagrams using the Workflows tab in Puzzle.
- Designing Teams: Plan and Organize RolesDiscover how to plan, organize, and visualize team structures and roles within the Teams canvas of Puzzle.
- Comments: Collaborating with your teamLearn how to use Comments to facilitate discussions and share updates within steps in Puzzle.
- Shared Views: Share and CollaborateCreate custom shareable links that let anyone view specific parts of your workspace (workflow sections, teams, tool groups, and people) from a single URL, no login required.
- Enhance Your Documentation: Automate Notes with Puzzle AILearn how to automatically populate step and section notes using AI, saving you time and enhancing accuracy in process documentation.
- Conditional Step Coloring: Revolutionize Process VisibilityDiscover how to use Conditional Step Coloring in Puzzle to enhance process visibility and decision-making.
- Mastering Tabs in Puzzle: Organize Workflows Like a ProLearn how to use Tabs in Puzzle to structure, organize, and navigate your Workflows, Teams, People, and Tools with ease.
- Step Sidebar Configuration: Customize Your Workflow in PuzzleLearn how to customize the Step Sidebar in Puzzle to display only the step inputs relevant to your workflow.
- Calculating Process Costs in PuzzleConfidently calculate the full cost of your workflows and prove ROI with Puzzle’s Process Costing Sidebar.
- Structuring the People CanvasPlan and visualize roles, responsibilities, and process ownership without managing workspace access.
- 🤖 Nova (Puzzle AI): Build Smarter, Map FasterBring your workflows to life—faster, smarter, and with less manual work.
- Puzzle MCP: Connect Your Operational Blueprint to AIConnect your workflows, systems, and teams directly to AI, so your agents understand how your business actually runs.
- Secure Your Organization in Puzzle with Single Sign-On (SSO)Give your team seamless, secure access to Puzzle using your company’s identity provider.
- Puzzle MCP Prompt LibraryReady-to-use prompts to unlock the full power of your Puzzle workspace with AI.
- Puzzle Changelog: Capture Every Operational DecisionTrack every operational change you make, document the rationale, and connect it back to the steps it affects.
- 📥 Puzzle Data Export: Download Your Workflow Data as ExcelExport every step and connector in your workspace to a single .xlsx file, ready to open in Excel, Google Sheets, or any spreadsheet tool.