To change your billing email simply visit your organization’s settings by clicking the name of your organization in the header within the app. From there, click on the ‘Billing’ tab. Next, click ‘Change’ next to your current email address under ‘Billing Contact’. Finally, add the new address into the field […]
Our latest features – Role Assignments, SSO, and an Overview update have launched to great feedback and usage! We covered them all in our new features webinar which had a tremendous turnout.
Don’t worry, you can easily restore deleted templates and checklists. Just follow the instructions here.
Process Street has excellent uptime, but in the unfortunate event there is an emergency and something happens to the service, you can see the live status here on our status page. http://status.process.st
When working with secure IT environments, you may need to tell your IT team what domains to whitelist so that Process Street can work properly. Here is a list of those domains to help with this: App Domains These domains and HTTP methods will need to be whitelisted: Domain HTTP […]
In this video, we explain the difference between templates and checklists in Process Street. Video Transcript The difference between templates and checklists is an important concept when getting started with Process Street. First, you have a process template, which is a set of instructions on how to complete tasks, like […]
We’re excited to announce Variables, a long awaited feature that lets you insert values from form fields into other parts of your checklist. Variables can be used inside text widgets and email widgets to pass on information to the next step or person in the process. They can also be […]
You can create custom integration links to other apps using variables (a piece of informationfrom a template or checklist that’s automatically pushed into another location). This lets you use the information from a template or checklist in custom searches, such as email lookups and Google searches. What are integration links? […]
You can search your organization for templates and/or checklists using a specific phrase or name. This means that if you know the name of a template or checklist you can find it with two clicks and a couple of words. There are three types of search term: A template’s name […]