Document Management in Process Street enables you to organize, access, and maintain critical documents under one roof. Learn more about Document Management.
If you work in a regulated industry where version control and audits are commonplace, you can now use Versioning on Workflows, Pages, Files and Forms. Learn more about this feature.
Introducing ‘Preview,’ your sandbox for testing workflows and refining them without interrupting your team working on active workflow runs. This feature is now available on all plans. You can preview as different users or roles, and test out conditional logic, approvals, or task permissions before publishing changes to your workflows. Learn more about Preview.
Process Street‘s Code Tasks execute JavaScript within workflows, providing powerful automation capabilities. Whether you’re calculating costs, extracting data, setting task priorities, or defining unique business logic, Code Tasks manage the heavy lifting for you. Learn more about Code Tasks.
New automation! You can now create tasks in My Work by setting up a simple automation. Learn how to create tasks via email.
Making workflows work for you just got easier! These updates let you customize, optimize, and refine your workflows faster than ever. From editing task names in the content panel to bulk updating task permissions, we’ve designed these tools with your busy day in mind. Here’s what’s new: Improved Performance: We’ve re-built the engine that drives […]
We’ve just released some improvements for Pages. Here’s what’s new: A handy focus bar now separates edit and view modes, so you can work exactly how you want An upgraded text editor menu bar to give you more control while keeping it user-friendly The all-new table content widget makes structuring content a breeze Widgets are […]
If you’re looking for a way to auto-fill data into a form field in a Form, this latest release is just for you! To add a unique identifier into your Forms, you can now add a form field value into your response links. For example you can add a short text form field into your […]
Our Data Sets feature is officially out of Beta and packed with lots of great updates. We’ve moved Data Sets to the main navigation and Universal New button for easier access You can add (or create new) data sets from dropdown widgets in the Workflow editor and in the Forms editor New ‘All data’ views […]
You can now add notes in your approval tasks to provide context or instructions to the task approvers. You can add these notes to your new and existing approval tasks. Learn more about approvals.
