You will notice from today that the visual style of Process Street looks a bit different! We thought it was time to freshen up our look, so welcome to our new modern style. We’ve updated the style of our buttons and pages, while keeping all the same functionality you are familiar with. […]
Better Control of Email Notifications
With our latest update, you can better control the email notifications you receive, for tasks, checklists and Approvals. You can now control every notification individually. For example you could turn off all assignment notifications except for Stop Task hand-offs and @mentions. Choose whichever email notifications are most important to you, by changing […]
Optional Times on Date Form Fields & Forms Expanded
We have two small updates for you on this release post. Setting the time on a date form field is now optional. This will benefit anyone wanting to set a date where a time is not essential. This only affects the date form fields and not task due dates […]
Create Saved Views of all your Processes in Checklist Dashboard
We’re super excited to introduce a way you can see all of your checklists in one place, in Process Street‘s new Checklist Dashboard. You can create, customize and save views that are important to you and your business, so that you can keep better track of all your processes, and […]
Enhance your Checklists with Embedded Content
Our latest feature release the Embed widget, allows you to embed content directly into your processes. You no longer need to click away from your template or checklist to reference another document, spreadsheet, map or table. You can build it directly into your process and add all kinds of interactive […]
Adding Approvals to your Workflows
Process Street is pleased to announce our latest fabulous feature, Approvals. Approvals allow you to create specific tasks within your workflow so that you can submit these easily to a manager for review and sign off. You can now set either single task approvals, sequential approvals and parallel or multiple-step […]
Create Direct Integrations using Webhook Automations
Webhook automations are a great way that apps can send messages or information directly to other apps. This can be useful to keep your other tools notified about the status of a checklist or task in Process Street. There are currently three webhooks available that can be used to notify […]
Enable Customer Workflows with Task Permissions
We’re excited to announce that you can now set permissions on different tasks on your templates and checklists! Task Permissions will allow you to choose which users in your organization can complete and see different tasks inside of a checklist. You can control the permissions for: All Members within your […]
Find and Update a Checklist using our new Zapier update
We’re excited to announce an update to our Zapier integration with Process Street! You can now Find and Update an active checklist. This allows for a powerful two-way sync between Process Street and other systems. For example, when you update a status in your CRM, update your customer onboarding checklist […]
Use Single Sign-On or Change User Permissions!
SSO is available on Enterprise plans only. For Enterprise pricing, please contact [email protected] We’re excited to announce recent improvements to our Single Sign-On feature in Process Street! In addition to boosting productivity and reducing security risks, we’ve added additional benefits to SSO. Now with Single-Sign on, if a user does […]