How to Move a Process Template Between Teams

Vinay Patankar April 8, 2014

Process Street, Product Demo

Moving

Process Templates

between teams is easy using Process Street

. Follow the below 4 steps:

Select the template you want to move,
Open the template dropdown menu at the top
Select Move Process
Select Desired Team

How to Make Gmail Your Default Mail Client (Chrome, Safari, Firefox)

Vinay Patankar March 12, 2014

Process Street, Web App

Gmail Default Mail Client

We have a feature in Process Street that allows you to create email templates and send them straight from within the app.

This is great if you are using a mail client such as Outlook, Mail, Thunderbird or a mobile device. It works smoothly.

But some people (like myself) prefer to use Gmail as their default mail client and don’t want to install a bulky desktop app.

Not to fear! With just a few simple steps you can configure Gmail to be your default mail client and have Process Street emails open Gmail compose, pre-populated with the template right in your browser!

Stay Organized with Tags

Vinay Patankar January 13, 2014

Process Street, Update

Stay organized with tags in Process Street

We just released tags in Process Street. They give your team a faster way to categorize, filter, and retrieve workflows, no matter how large your library grows.

Folders work when you have ten workflows. Tags become the answer when you have two hundred. Here is why we built tags and how to use them.

Video is Here!

Vinay Patankar November 22, 2013

Process Street, Update

2013-era product manager holding a film clapperboard

Video is finally here!

Video is a great way to train staff and explain complex tasks quickly and thoroughly.

Now you can add video to your documents in Process Street.

Fresh from the Lab: Activity Feed, New Sidebar, Drag and Drop Tasks and More

Vinay Patankar November 16, 2013

Process Street, Update

A series of updates is now live in Process Street: the Activity Feed, a redesigned sidebar, drag-and-drop tasks, and more. Each one tightens how teams work inside their checklists day to day.

Here is what is new.