List of Global Variables

Variables are an easy way of displaying ‘variable’ information that is unique to each checklist of a template. Every template has a default set of variables called global variables, along with variables that represent any form fields you have added to that specific template. Global variables are automatically generated when a template […]

How to upgrade your plan

If you decide you’d like to upgrade your Process Street plan, you can follow these simple steps to do so. You’ll want to navigate to your billing page here, and click on ‘Choose Plan’. You’ll then select which plan you want to upgrade to. From here, you can select Monthly […]

How to Resend an Invitation

Sometimes people do not accept your invitation to join your Process Street organization, they perhaps didn’t receive the email or just archived it by accident. Well, the good news is you can very easily send another invitation email. Firstly, just click on your Organization name in the top right. Then […]

Update to Template Variables

We have recently made some updates to our variables feature. Default values You can now make a variable have a default value. So instead of “Hey {{form.First_Name}},” You could use “Hey {{form.First_Name | default:’there’}},” This would insert “there” as a default value if there is nothing typed into the “First_Name” […]

How Do I Update Credit Card

To change or add a credit card in your organization, you can just click on your organization name in the top right of your screen. Then click on billing and scroll down to add or change your credit/debit card details. Alternatively, you can just click on this link to be […]

Do you have a Webinar?

Yes, we have a webinar that runs once per month. You can join us for a deeper look at what Process Street is and how to use it to effectively record, replicate, and replace your workflow! Click here to register for the next webinar. Some of the topics we cover […]

Enhance your Workflows with Conditional Logic

We at Process Street are very excited to announce the release of Conditional Logic – The perfect way to create dynamic checklists with If/Then logic that adapt to your needs. Conditional Logic Webinar Recording With our powerful new Conditional Logic feature, you can show and hide specific tasks in a […]