If you have changed email address and want to connect that new address to your Process Street account, you will need to update your primary email address. To change your account’s primary email address, you’ll need to visit your profile and settings by clicking your profile picture on the top […]
Managing Your User Profile
Your user profile controls the way that you see and use Process Street. In your personal profile settings area you can manage your profile picture, user name, your primary email address and time zone, as well as see which groups and organization you are part of. It’s also where you […]
Inbox
Keeping track of everything that you and your team need to do is really important. Luckily, Process Street‘s Inbox feature lets you do just that! Think of it as your own personal “to-do” list for workflow runs, approvals, or tasks that you have been assigned to. For managers and team leaders, […]
Workflow Share Link
You can share your workflows with other people, either inside or outside your organization. Creating a workflow share link allows you to: Share your workflow with colleagues who art part of your organization Share a “view only” version of your workflow with customers or clients who don’t have a Process […]
Zendesk + Process Street Integration
At Process Street, we know how important it is to have a consistent and trackable approach to customer support. By integrating Process Street with Zendesk, you can let your employees run your customer support process at the click of a button from inside your customer support program. Not only that […]
Export and Print Workflow Runs
You can print or export your workflow runs as a PDF, which allows you to store or share your workflow runs with others. All the data you have collected in form fields, as well as who is assigned, which tasks are completed, and any comments that have been made in the task […]
Custom Branding
You can maintain your company brand inside Process Street by adding your company logo. This ensures that your organization’s logo appears on any workflows and workflow runs that you export and share with anyone working in, or outside Process Street. It shows when you’re working in the app, and will also […]
Sharing
Sharing your Workflows, Workflow Runs or Pages with others, either within your team or with external collaborators is simple. What you share and what access they can have to it depends on their user type and the level of permission you have granted on the item you’re sharing. You can […]
What is the All Members Group?
By default, Process Street places all members and admins of your organization into the “All Members” group. All new members you add are automatically added to this group when they accept your invite. Users: In order to invite members or manage folder assignments you must be an Administrator. To manage workflow assignments you […]
How Do I Make a Form Field Required?
If there are parts of your workflow run that you must have filled out to allow you to ensure you have captured all the critical information, you can create required form fields. Any form fields that are made required fields are mandatory for the person working on the workflow run […]