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 […]
Create Insights with our Enterprise Reporting API
With Process Street‘s Reporting API, you are able to export all of your Process Street data, combine it with other source data and analyze it in your organization’s preferred data analysis tool. This allows you to clearly show the value of Process Street by directly tying the work done using checklists […]
Improved Navigation & Template Dashboard
You can now differentiate more easily between templates and checklists, with some changes we’ve made to Process Street‘s navigation. Now you have the power to customize your checklist view in order to make it work for your team. We’ve also added a new, faster way to run checklists from any page. […]
Run Checklists from Anywhere
You can now run a new checklist from any page within Process Street, with the “Run” button at the top of your screen. Click the “Run” button, and select the template you would like to run a checklist from. You can scroll down to find a template, type in the search […]
Required SSO Now Supports Making Guests Optional
There are now three options for setting up Single Sign-On (SSO) in Process Street. Optional — SSO is optional for all users in the account Required for All Users — SSO is required for all members AND guests NEW! Required for Members Only — SSO is required for members BUT […]
Complete Work On The Go With Our iPhone App
Find work faster, run new checklists and complete them on the go, with our new iPhone mobile app. If you’re away from the office or your desk, you can enjoy an optimized Process Street experience that’s been designed with you in mind. Push notifications alert you so that nothing important […]
Browse Premade Templates More Easily
Premade templates are ready-made processes that we have created for you to use. You’re welcome 😉 With our new Template Gallery, you can search for premade templates by browsing the categories, images and descriptions. Discover more processes that you can utilize in your organization right away, or edit them to […]
Use The Members Form Field As A Variable
The Members form field can now be used in email and text widgets as a variable field (as well as in Role Assignments). Users: In order to add or use the Members form field in templates, you must be an Administrator or a Member who has been given ‘can edit’ […]