Is This Feature Available?

Since Process Street is used by a large number of teams, individuals will always want to know if we have certain features that can make their experience better. An overwhelming amount of these inquiries are related to features that are coming out in the near future. If you have an […]

Deleting Content or Form Fields

If you have a premade template or a template that you built from scratch, there may be times when you need to change some of the content or form fields inside it. Perhaps your process has changed over time, or one part of your process is no longer necessary, and […]

How to Add Someone with Limited Access?

On occasion you may want to grant someone access to your templates or checklists, but with limited access, so that they can only see what you want them to see and nothing else. You can add someone with limited access to your organization by inviting them either as a guest […]

How Do I Delete Templates?

Perhaps you downloaded a premade template that you decided not to use, or you have too many versions of a template and you want to remove the old ones that you’re no longer using. You can remove a template from your account by either archiving it or deleting it. Even if […]

How to Archive Templates

You can archive templates to remove them from your dashboard without deleting them forever. This is a great way to either tidy up your template dashboard, or to just make room for another template if you’re on our free plan (archived templates don’t count towards your five template limit). You can […]

Comment Attachments

You can upload attachments into checklists in the comments section of each task. This allows you to communicate with other users in your organization, and share files and documents with ease. You can set up automations to notify you when attachments have been made in checklist comments, and also have those files […]

How Do I Filter What Templates I See?

Aside from using folders to organize your templates, there are two ways you can filter the templates you see on your template dashboard. This makes it easy to find a template from your dashboard, instead of having to search through your folders. You can either add tags to your templates […]

Copying Template URLs

You may want to share your template with colleagues or clients, or be able to access it from another template or checklist. There are a number of ways that copying your template’s URL allows you to do this. You can: Send it to a teammate on Slack, Teams or by […]