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. Transitioning to the new Navigation […]
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 box or select one from […]
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 NOT guests This change allows […]
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 gets missed, and you can […]
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 make them your own. Learn […]
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’ permission by your Administrator. In […]
When you share a checklist with someone outside your organization, either via a Checklist Share link or a Run Link, they will no longer see a chat pop-up box when viewing the checklist. This was causing confusion with some users, so we have removed it.
We’ve just enabled our new CDN+S3-enabled front-end with browser caching. This means you should notice substantially faster load times when working in Process Street going forward! Enjoy!
We just improved our Conditional Logic feature, so that you can now use Conditional Logic rules on content within tasks. It’s now possible to show or hide content and form fields within tasks, which may reduce the number of tasks you need to build in your overall template as a result. Find out how to […]
When you complete a task in a checklist, you will now be taken automatically to the next task you need to work on, without needing to hit the ‘next’ button.
