Approvals

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

What is an Anonymous User?

When you share a checklist with someone via a checklist share link or a checklist run link, and they are not part of your organization, they become an anonymous user. Anonymous users don’t need a Process Street account to be able to fill out form fields, check off tasks in a checklist, […]

Checklist Dashboard

Your Checklist Dashboard allows you to see all checklists that have been run from all of your templates in one place. The checklist dashboard allows you to: Find what you need, faster and more efficiently Check your team’s progress on a particular project or process Create saved views for a particular client, project, department, […]

Conditional Logic Just Got Even Better!

We just improved our Conditional Logic feature, so that you can now use Conditional Logic rules on content within tasks. It’s now possible to show or hide content and form fields within tasks, which may reduce the number of tasks you need to build in your overall template as a result. […]

Using Process Street as a Guest

This article is part of our onboarding program, and is aimed towards Guests working in a Process Street organization. If you’re an administrator adding new guests, please forward this to them to help them get started, or this one for new Members.    If you’ve been invited to work in a […]

What is a Checklist?

Process Street is built around the use of Templates and Checklists, which allow you to document and work through your processes, respectively. We describe a Template as a set of instructions, or as the master blueprint of a process, which outlines exactly how a specific process should be completed. A Checklist, […]

Using Process Street as a Member

This article is part of our onboarding program, and is aimed towards new Members working in a Process Street organization. If you’re an administrator adding new members, please forward this to them to help them get started, or this one for Guests.    If you’ve been invited to work in […]

How Do I Create HAR Files and Console Logs?

To help us troubleshoot issues, we may ask you to create and send us a .HAR file  and browser console logs. These files create a record of the requests and responses your browser makes whilst using Process Street. Recording the information allows us to see what’s happening when you encounter an […]

Conditional Logic

Process Street‘s Conditional Logic is a powerful feature that allows you to create truly dynamic checklists with if-this-then-that logic. You can build paths into your workflows that change depending on actions that occur within the checklist. Plan: Conditional Logic is a feature on our Standard Plan. Users: In order to […]

Getting Started with Process Street

Welcome to your Process Street Getting Started Guide! We have a tried and tested method called The 5 Stages of Process Building, which helps you learn how to build out your processes and workflows in the most effective way possible. Try Process Street Free! Introducing The 5 Stages of Process […]