How Do I Resend an Invitation?

When you invite a new Member or Guest to join your Process Street organization, there may be occasions when you need to resend their invite. In your members and guests page their invite still says “Pending”, which means that perhaps they didn’t receive your email, or it may have gone into […]

How Do I Update My Credit Card?

If you have a paid subscription plan with us, or if you are moving onto a paid plan for the first time, you will need to add a payment card into your Process Street organization. Or perhaps you have a new payment or credit card, and would like to use […]

How To Upgrade Your Plan

If you decide you’d like to upgrade your Process Street plan, you can do that from your organization management area. Users: In order to upgrade your subscription plan, you must be an Administrator. First, click your profile picture in the upper right corner of your screen, then click “Settings” and navigate […]

List of Global Variables

Variables are an easy way of displaying ‘variable’ information that is unique to each checklist run from a template. Every template contains 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 […]

Email Widget Troubleshooting

Process Street‘s Email Widget allows you to send emails from your checklists or templates, at the click of a button. If your email widget isn’t working properly, there may be something you need to change in the email itself, or in the way your computer or device is set up […]

Role Assignments

With role assignments, you can dynamically assign tasks to users in different roles on your team. This is useful for larger teams where different people might complete a task depending on their role, or if you want to dynamically invite external users to complete a specific task.  Plan: Role […]

Do You Have a Webinar?

Monthly webinars 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 monthly webinar. Some of the […]

Role Assignments

The Process Street team is excited to announce the release of our brand new role assignments feature. With Role Assignments, you can pre-assign tasks to different roles on your team. Note: Role Assignments are a feature on our Standard Plan. This is useful for larger teams where different people might complete […]

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” […]

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. Note: Conditional Logic is a feature on our Standard Plan. Conditional Logic Webinar Recording With our powerful new Conditional Logic feature, […]