Template Overview

Template overview is a fantastic way to see a summary of every checklist run from one particular template. To see an overview of checklists across your whole organization, head to Checklist Dashboard.  In fact, it’s essentially an in-app (and prettier) version of our checklist CSV export. It allows you to […]

Completed Checklists

When you’re finished with a checklist you can mark it as complete, which hides it from your dashboard and your Inbox, and shows yourself and your team that it no longer needs working on. “Completed” is one of three states that checklists can be in: Active Complete Archived A checklist […]

Checklist Sharing

You can share a checklist with anyone you want by creating a Checklist Share Link. The person you share it with will be able to complete the checklist, fill in form fields, upload files, and add comments; you don’t have to assign them, so they don’t even need a Process […]

Gmail + Process Street Integration

You can integrate Gmail with Process Street checklists using Zapier. Information you receive by email in Gmail can be used to automatically run and populate checklists in Process Street. That means that you don’t have to manually sort through your emails and run checklists to process them – they can […]

Google Calendar + Process Street Integration

You can integrate Google Calendar with Process Street checklists using Zapier. Data you capture in Process Street checklists can be used to automatically create events in Google Calendar. That means you can record information as you work through your checklists, and then automatically create and/or edit events to keep your […]

Pipedrive + Process Street Integration

At Process Street, we know how important it is to have a consistent and scalable sales department. By integrating Process Street with Pipedrive, you can automatically run your cold calling checklist whenever a new deal is added in Pipedrive. This means that you don’t have to worry about anyone making messy […]