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 templates and checklists 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 appear […]

What is the All Members Group?

By default, Process Street places all members of your organization into the “All Members” group. While you cannot modify this group as you can with other groups, you can use it to assign all of your members to a folder or template, all at once. Users: In order to manage folder assignments […]

How Do I Make a Form Field Required?

If there are parts of your checklist that you must have filled out to allow you to ensure you have captured all the critical information in your workflow, you can create required fields. Any form fields that are made required fields are mandatory for the person working on the checklist […]

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 timezone, as well as see which groups and organization you are part of. It’s also where you can […]

How Do I Change My Primary Email Address?

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 […]

Export and Print Checklists

You can print or export your checklists as a PDF, which allows you to store or share your checklists with others. All the data you have collected in the checklist form fields, as well as who is assigned, which tasks are completed, and any comments that have been made in the task comments, […]

Inbox

Keeping track of everything that you and your team need to do is pretty important. Luckily, Process Street‘s Inbox feature lets you do just that! Think of it as your own personal “to-do” list for checklists, approvals or tasks that you have been assigned to. Plan: Inbox is available on […]

Template Share Link

You can share your templates with other people, either inside or outside your organization. Creating a Template Share Link allows you to: Share your template with colleagues who art part of your organization Share a “view only” version of your template with customers or clients who don’t have a Process […]

Sharing

You may need to share your templates or checklists with other users, either inside or outside your organization. In Process Street there are many ways that you can share templates and checklists. Template sharing options: Assign members, groups, or guests to a template within your organization Create a Template Share Link […]