What is a Guest?

Guests are a great way to bring outside people (such as clients, vendors, VA’s or freelancers) into work with you on a single workflow run, or on tasks within workflow runs, for free! Guests can only see and interact with workflow runs they are assigned to, including checking off subtasks, […]

Managing Group Permissions

You can assign groups of users to workflows and folders instead of adding users one by one. This allows you to set permissions just once, for all users in that group, either at the folder level or on workflows. Assigning a group to a folder or workflow means that you […]

Workflow Run Activity Feed

The workflow run activity feed records details of actions taken by users on all of your workflow runs. The activity feed includes: Who created the workflow run When someone is assigned to your workflow run or to any tasks within it Any tasks that have been checked/unchecked and by who Any […]

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). […]

How To Change Your Billing Email

There may be a need for you to change the email address that your payment receipts or invoices are sent to, for your Process Street subscription. This can be done from the billing page in your organization manager area. Users: In order to access the billing page, you must be […]

Copying Workflow URLs

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

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 […]

Task Assignments

You can assign users and groups to tasks in your workflow runs, which effectively gives them responsibility for those tasks. This is a great way to ensure that the right team member is working on the appropriate tasks. When a workflow is run with task assignments built-in, or when someone […]

Deleting Content or Form Fields

If you have a premade workflow template or a workflow 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 […]