Managing Users in Your Organization

You can view and manage the permission levels of users in your organization from your organization manager area. This allows you to grant different levels of access to users for your organization’s folders, workflows, workflow runs, tasks and Pages. You can grant users one of four different user level types, depending on […]

How To Use the Text Widget

The text widget lets you add a body of text to your workflows which appears each time your run your workflow. This allows you to share instructional and informative data in your processes. You can add instructions on how a certain part of your process needs to be completed, set critical […]

Naming Workflow Runs

Setting up a naming convention for your workflow runs is an important way to manage your processes for later reference, creating reports, and keeping your and your team’s work organized. A workflow run’s name will be different from the name of its parent workflow and will typically be unique each […]

How Do I Make Workflow Runs?

To create workflow runs, you first need to start with a workflow. You can create a workflow from scratch or choose a premade workflow template to import into your organization, either to edit or start running. If you already have a workflow (or more than one) in your account, you can click […]

How to Format Your Comments with Markdown

You can format the comments you make on tasks in workflow runs by using Markdown. You might not know it by name, but if you’ve formatted text in Slack, Trello or iA Writer before, then you’ve used it. Markdown lets you create rich text using a plain text editor. It allows […]

Managing Your Organization

Your organization management area is where you can invite members and guests, create groups, change your organization settings, set up integrations, view activity in your Process Street account, upgrade your plan and adjust your billing and payment methods. Users: In order to manage your organization, you must be an Administrator. […]

Export Workflow Runs and Form Field Data to CSV

You can export all workflow runs into a CSV (comma separated value) file. This is a great way to create spreadsheet-friendly reports of all of the data you capture in your Process Street workflow runs. Your CSV file can show all of your active, completed or archived workflow runs, with columns for […]

Public and Embedded Workflows

By default, Process Street workflows are private and can only be viewed by members of your team, or people that you’ve invited into your organization. If you wish to share your workflow with people outside your organization, you can share them with a link either privately or publicly. Setting a […]

Creating Multiple Workflow Runs

This is a great feature for anyone needing to create lots of workflow runs in bulk, all at once. Not only can you quickly create a batch of workflow runs, you can add an assignee, a due date, and also fill out form field data within your workflow runs, which is […]

Creating & Managing Folders

Folders are a great way to keep your workflows and Pages organized and can also be used to manage permissions for different teams of users or different departments in your organization. For example, each team in your organization (eg, HR, sales, finance, etc) can have their workflows in a separate folder, […]