Enhance your Checklists with Embedded Content

Our latest feature release the Embed widget, allows you to embed content directly into your processes. You no longer need to click away from your template or checklist to reference another document, spreadsheet, map or table. You can build it directly into your process and add all kinds of interactive […]

Embed Widget

The embed widget allows you to view and interact with other apps and content in your processes, without having to leave your checklist. If you’d like to add a Google sheet, an interactive map, an Airtable view or stream multimedia in your checklists, the embed widget lets you do just […]

Approvals

With our fantastic new feature Approvals, you can streamline any processes that need authorization by another person. You can create single instance approvals, multi-stage or sequential approvals. This feature not only helps you to set a structure for your approvals process, but also saves you heaps of time! Note: Approvals […]

Adding Approvals to your Workflows

Process Street is pleased to announce our latest fabulous feature, Approvals. Approvals allow you to create specific tasks within your workflow so that you can submit these easily to a manager for review and sign off. You can now set either single task approvals, sequential approvals and parallel or multiple-step […]

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 […]

Use Single Sign-On or Change User Permissions!

SSO is available on Enterprise plans only. For Enterprise pricing, please contact [email protected] We’re excited to announce recent improvements to our Single Sign-On feature in Process Street! In addition to boosting productivity and reducing security risks, we’ve added additional benefits to SSO. Now with Single-Sign on, if a user does […]

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, […]