Introducing New Names for Templates and Checklists!

Fasten your seatbelts… Templates and Checklists are changing names! What are they changing to? Templates ➡️ Workflows Checklists ➡️ Workflow Runs Templates will become “Workflows” and Checklists will become “Workflow Runs” or “Runs”. And when? These changes will initially come into effect in Process Street on the date this release post is published. Why the […]

Live Updates to Inbox

Another great update means that you now have live updates in your Process Street Inbox! This means that when completing a task or filling in a form field, thus generating more tasks for another user (or group) to complete, those tasks will be immediately visible to them in their Inbox, […]

Real-Time Updates to Form Fields

Our latest update to Process Street enables real-time form field updates on checklists for all users, Automations, and Zapier and webhook integrations. What does this mean for you? Automations that change form field values will update live, without you needing to refresh your browser Zapier Zaps that change form field values will update […]

Get Up and Running Faster With Quick Start Templates

It can be a little overwhelming to edit a large template with multiple tasks, content, or form fields, especially if you’re new to using Process Street. To help you get started, we’ve created some quick-start templates, which makes it easier for you to get to grips with simplified workflows containing less than 10 […]

December Updates

Here’s a quick roundup of some of the small updates we’ve made to Process Street in the last month. Templates Page Ctrl + click or right click, opens folders in a new tab. You can now view all checklists in a particular folder at the click of a link from […]

Checklist Dashboard Just Got Even Better!

We’ve been updating Checklist Dashboard, so that it now has even better functionality than before. Improvements include: Added a new and sortable “Templates” column, which allows you to group checklists by template Adjustable column widths, which you can save settings for in your saved views Added date/time tool tip to […]