All posts in Product Demo

Managers, Users and Admins – How Roles and Permissions Work with Process Street

You can now control the permissions of users in your Process Street teams.

Watch the below video for details:

Below is an outline of the different roles inside Process Street and what permissions they have.

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Break Up your Process Templates with Task Headers

Task Headers

We have released a new version of Process Street today, with a few small features and a lot of security, speed and data integrity updates.

The biggest difference you will notice is the introduction of Task Headers. These allow you to break up a process into sections using headers. To turn a task into a header, simply add a colon “:” to the end of it.

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Manage Organizations and Teams with the New Admin Control Panel

Today we released the second part of teams and organizations – the Organization Control Panel.

This version cleaned up the ‘cog’ dropdown menu by putting all lesser used organization management features into the new panel.

The admin role and the ability to promote and demote admins also came with this release.

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How to Move a Process Template Between Teams


Process Templates

    between teams is easy using Process Street

      . Follow the below 4 steps:
    1. Select the template you want to move,
    2. Open the template dropdown menu at the top
    3. Select Move Process
    4. Select Desired Team

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    How to Create SOP Templates

    In this video, I teach you how to use the Template Editor in Process Street to create Standard Operating Procedure (SOP) templates.

    Our interface is simple to use with a task-based format. Each task you create becomes a checkable item for when you run a checklist.

    You can then add content to your tasks, including text, images, video and files.

    Adding content is easy with our drag and drop widgets.

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    How to Attach Files to your Standard Operating Procedures

    When writing a Standard Operating Procedure (SOP) you may need to attach files to increase the depth of the document. Traditional tools such as word editors don’t allow for this kind of functionality. But using a product like Process Street, you can certainly add files and other rich media to your Standard Operating Procedures.

    Some files you might want to add could include:

    • Forms
    • Excel spreadsheet templates
    • Example documents or reports
    • Info packs to send to customers or clients

    Below is a quick guide on how to add files to Process Street:

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    Introducing Process Progress Tracking

    Process Tracking

    We have just rolled out process progress tracking to the world!

    Our progress tracking appears in two places:

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