How Do I Filter What Workflows I See?

Aside from using folders to organize your workflows, there are two ways you can filter the workflows you see in your Library. This makes it easy to find workflows instead of having to search through your folders. You can either add tags to your workflows or use the search box to […]

Moving Workflows Between Folders

Keeping your workflows in folders is a great way to keep them organized. Start by creating a folder and then you can move any workflows you wish into it. Users: In order to move workflows between folders, you must be an Administrator or a Member who has been given ‘edit’ […]

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 […]

Automotive

Here are some examples of Automotive workflows that you can import into your organization. You can also search for more ready-made workflows in our premade workflow template library. Used Car Buying Workflow Forklift Inspection Workflow Electrical Inspection Workflow: Motors and Vehicles Electrical Inspection Workflow: Electric Vehicle Charging Equipment Vehicle Inspection Workflow […]

Blogging

Here are some examples of Blogging workflows that you can import into your organization. You can also search for more ready-made workflows in our premade workflow template library. Content creation Blog pre-publish workflow Creating a newsletter Content promotion Content promotion process SEO Creating a content upgrade Updating old blog content for […]

Comment Attachments

You can upload attachments into workflow runs 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 task comments, and also have those […]

How to Archive Workflows

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

What Are Groups?

Groups allow you to combine a number of users together inside your Process Street organization. This allows you to add a group of people to a workflow, folder, or workflow run with a single click and also manage the permissions of multiple users at once. You can also assign a group to […]