This is a feature release many of you have been waiting for; the ability to integrate some of your favorite apps direct with Process Street! Drum roll please…. We’re excited to announce our Automations feature to you all 🙂 Imagine… If you’ve ever wanted to send a DocuSign file to […]
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, […]
Populate Form Fields When Running Multiple Checklists
Our latest update includes some great new enhancements to our Running Multiple Checklists feature. This feature allows you to not only create multiple checklists in one go but it now also includes the capability to populate form fields at the same time. The ability to pre-fill form field data in your […]
Slack App: Manage Tasks and Approvals in Slack
Increase your team’s speed, productivity, and efficiency, with our new Slack App. If your team is using Slack as its main working hub, then you can streamline the way you work by adding Process Street to your Slack account. This will allow you to work directly from Slack completing tasks, […]
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 workflow 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 […]
Find Your Processes Lightning Fast With Global Search
Our new search function allows you to locate and navigate to your templates with lightning fast speed. Use the search box in the header bar at the top of your screen, to search for template names, template descriptions or task names. You can scroll through the results, tab through or use […]
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 […]