Process Street updates

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Delay Tasks with Workflow Start Date Logic

You can now show tasks and their content after a defined timeframe by setting up conditional logic rules. For example, in your employee onboarding workflow, you can show tasks after ‘x’ number of days from the workflow run start date to prevent overwhelming your new hires with lots of tasks at the beginning of the […]

Get Custom Notifications Straight to Slack

The custom notifications for your workflow runs can now be delivered via Slack, ensuring your team receives alerts right where they’re most active. These notifications will show in the Process Street app in Slack. Learn more about custom notifications.

Set Dynamic Date Validations with our Latest Update

You can now set custom validation rules for your date form fields to support complex scheduling and compliance requirements. You can define dynamic date constraints based on variables such as dates from other date fields within the same form or workflow, or use workflow-specific dates like the workflow start date. Learn more about the date form […]

Sort Form Fields in Reports

In the Reports dashboard, you can now sort your workflow runs by form fields for efficient data analysis and management. When you select a single workflow you can sort data by short text fields, email addresses, dates, numbers, websites, or dropdown selections. Learn more about Reports.

Welcome to My Work: Your New Hub for Task Management

This new look helps you to find your assigned tasks and workflow runs easily. You can also take quick actions in My Work like completing tasks, reassigning them, or adding comments. To prioritize your work you can filter your view by workflows, workflow runs, tasks, approvals, or assignees. You can also group your tasks by […]

Manage All Your Tasks in Process Street

You can now create and manage all your tasks within Process Street. Create tasks for yourself or assign them to your team and keep all your work in one place. You can also attach tasks to workflow runs if they need to be completed as part of a process. The attached tasks are also included […]

New Print & PDF Styling for your Workflow Runs

With our enhanced print and PDF formatting, you’ll notice better-organized content and a style that makes your workflow runs more readable. The new formatting also shows the workflow run revision count and improved date formats. Learn more about exporting your workflow runs.

Introducing Workflow Dashboard

Our all-new workflow dashboard gives you a detailed report of your workflow’s performance at a glance. Access a workflow, run or edit it, and gain valuable insights into its efficiency and effectiveness. Data you can view: The number of workflow runs that are on track, due soon, and overdue Reports dashboard filtered to show this […]

Embed and Share your Forms with our Latest Update!

With our latest Forms updates, you can embed your forms in workflows, pages, or your websites. You can also share your forms with your teams within Process Street or via email. Embed a form: Embed your forms in workflows, pages, or your websites Add a form description on the start page Permissions and sharing: Customize […]

Discover the Latest Updates for Forms!

With our latest updates for Forms, get a head start on creating your form, organizing your steps, controlling form access, and tracking form activity. Starting a form: Give your form a name as soon as you start a new one A short text field is added by default to get you started Form steps: Rename […]

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