Do your clients and employees question your identity? Maintaining your image is critically important for establishing your brand as an organization. With our latest release, organizations on our Standard and Enterprise plans can now show off their logos in multiple places within Process Street! Once a logo is added it can be viewed right at the […]
We’re excited to announce Variables, a long awaited feature that lets you insert values from form fields into other parts of your checklist. Variables can be used inside text widgets and email widgets to pass on information to the next step or person in the process. They can also be inserted into links in the […]
Happy Holidays everyone! Couple of small updates this week. Copying templates between organizations You can now copy templates between organizations. This is great if you have similar templates in different organizations or if you create processes for your clients and want to first build them in your organization then copy them over. Click here to […]
You can now assign users and groups to individual tasks, as well as set due dates that trigger email notifications. Assignments and due dates can be set on active checklists, or dynamically assigned at the template level. Links: Task assignments help article Task due dates help article
A “Checklist Run Link” is a link which, when clicked, runs a new checklist from a certain template. This can be used by team members to run internal processes, or by customers to launch shared checklists. This allows you to quickly run a new checklist without having to open the template and then click “Run […]
You can now view all your checklists in a list or grid format using the new template overview feature. The template overview is a fantastic way to see a table based summary of every checklist run from a particular template. In fact, it’s essentially an in-app (and prettier) version of our checklist CSV export. It […]
You can now complete your checklists when you’ve finished working on them. This is a great way to mark a checklist as done without archiving it and lets you easily distinguish between completed and archived checklists. Like this feature? Click here to tweet it How to complete a checklist There are 2 ways to complete […]
You can now create subfolders to organize your templates better, or control access to select groups of users. How do they work? Subfolders work in much the same way as folders, the only exception being the location you create them. Start off by going into the folder you want to create a subfolder in. Once […]
You can now share a checklist with anyone you want using a single clickable link. The person you share it with will be able to complete the checklist, fill in form fields, upload files, and add comments; they don’t even have to have a Process Street account! Intro Video How Do They Work? Our new […]
If you’ve been using our video embed widget up until now, you might have noticed that it was a bit shaky to say the least. Very recently we’ve switched over from Amazon S3 and HTML5 to using Wistia — and it’s heaps better. If you’re only interested in easily uploading and embedding video files in […]