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, […]
Getting Started Guide – Adding Form Fields
In this lesson we’re going to cover: What form fields are and why they are useful How to add form fields step by step What to do if you get stuck What using form fields makes possible Estimated time for this lesson ~ 20 minutes This lesson is part of […]
Automations (Beta)
Since teams and businesses use many software apps on a day-to-day basis, the data within each app can become siloed. Automations allow you to pass that data to and from other apps, reducing the amount of manual copy-pasting your team needs to do, therefore reducing errors and becoming more efficient […]
Getting Started Guide – Building Your Own Automations
In this final lesson (well done, you made it!) we’re going to cover: What are automations and why they are useful How to start building them Top tips to fix problems you may encounter What’s possible when you start building automations Estimated time for this lesson ~ 45 minutes This […]
How to Use Form Fields
Form fields are a fantastic way to collect or store important data in your checklists such as files and documents, names, email addresses, notes and URLs. When someone enters data into form fields in your checklists, all that data is stored so that you can refer back to it at […]
Jira + Process Street Integration (Beta)
You can integrate Process Street with Jira, using Process Street’s automations. This automation allows you to create an issue in Jira, when a task is checked, or when a checklist is completed. Plan: This premium automation is available to customers on our Standard & Enterprise plans. Users: In order to […]
Google Sheets + Process Street Integration (Beta)
You can integrate Process Street with Google Sheets, using Process Street’s automations. This automation allows you to send data collected in your checklists into a new row in a Google Sheet, either when a task is checked or when a checklist is completed. Plan: This automation is available to customers on […]
Salesforce + Process Street Integration (Beta)
You can integrate Process Street with Salesforce, using Process Street’s automations. This automation allows you to perform a number of different functions, such as running a checklist in Process Street when a record is updated in Salesforce, or updating a record in Salesforce when a task or a checklist is […]
Process Street + Process Street Integration (Beta)
You can integrate Process Street with other templates and checklists in Process Street, using our automations. This automation allows you to create new checklists, either when a task is checked or when a checklist is complete. You can map and pre-fill data from one checklist into another. Plan: This automation is […]
Slack + Process Street Integration (Beta)
You can integrate Process Street with Slack, using Process Street’s automations. This automation allows you to send instant messages to a Slack channel, either when a task is checked or when a checklist is completed. Plan: This automation is available to customers on all pricing plans. Users: In order to […]