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 […]

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

You may need to share your workflows or workflow runs with other users, either inside or outside your organization. In Process Street there are many ways that you can share workflows and workflow runs. Workflow sharing options Assign members, groups, or guests to a workflow within your organization Create a […]

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 […]

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 […]