Enable Customer Workflows with Task Permissions

We’re excited to announce that you can now set permissions on different tasks on your templates and checklists! Task Permissions will allow you to choose which users in your organization can complete and see different tasks inside of a checklist. You can control the permissions for: All Members within your […]

Find and Update a Checklist using our new Zapier update

We’re excited to announce an update to our Zapier integration with Process Street! You can now Find and Update an active checklist. This allows for a powerful two-way sync between Process Street and other systems. For example, when you update a status in your CRM, update your customer onboarding checklist […]

Task Permissions

Task Permissions allow you to hide specific tasks from different users to make your checklists more private. You can also use task permissions to just show users what they need to focus on. You can control the permissions for: All Members within your organization All Guests Anyone accessing a checklist […]

Recover Deleted Checklists and Templates

You can easily recover deleted templates and checklists via your organization settings under the activity tab. You can also recover deleted checklists from a particular template by visiting the template menu and navigating to the recent activity tab. Recovering under the activity tab To recover deleted checklists and templates, navigate […]

Inbox – The Fastest Way to Complete Tasks

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! Inbox lets you see, complete or snooze all of the tasks and checklists that you’ve been assigned across your organization. Accessing Inbox To access Inbox, […]

Dynamic Due Dates Update

We’re excited to let you know that we’ve extended the functionality of task due dates to give you even more options. Dynamic due dates let you automatically adjust a task’s due date based on actions taken in a checklist. You can now set dynamic due dates based off 4 different […]

Dynamic Due Dates

Dynamic due dates let you easily adjust a task’s due date based on a varying factor unique to each checklist, like a date field or a task that has yet to be completed. Note: Dynamic due dates are a business pro feature only. You can set dynamic due dates based […]

Export Only Visible Columns to CSV

We’ve extended the functionality of our CSV export to allow you to export only visible columns or all the checklist data of the template. Exporting only the visible columns produces a CSV file of just the columns currently displaying in your template overview. You can customize (hide/show) columns based on […]