Our latest features – Role Assignments, SSO, and an Overview update have launched to great feedback and usage! We covered them all in our new features webinar which had a tremendous turnout.
The Process Street team is excited to announce the release of our brand new role assignments feature. With Role Assignments, you can pre-assign tasks to different roles on your team. Note: Role Assignments are a feature on our Standard Plan. This is useful for larger teams where different people might complete a task depending on their […]
Keeping track of everything that you and your team need to do is pretty important. Luckily, Process Street’s Inbox feature lets you do just that! Inbox lets you see, complete or snooze all of the tasks and checklists that you’ve been assigned across your organization. Accessing Inbox To access Inbox, simply click on the ‘Inbox’ […]
We’re excited to let you know that we’ve extended the functionality of task due dates to give you even more options. Dynamic due dates let you automatically adjust a task’s due date based on actions taken in a checklist. Note: Dynamic due dates are a feature on our Standard Plan. You can now set dynamic due […]
We’ve extended the functionality of our CSV export to allow you to export only visible columns or all the checklist data of the template. Exporting only the visible columns produces a CSV file of just the columns currently displaying in your template overview. You can customize (hide/show) columns based on your selections in the drop-down […]
We have recently made some updates to our variables feature. Default values You can now make a variable have a default value. So instead of “Hey {{form.First_Name}},” You could use “Hey {{form.First_Name|default:’there’}},” This would insert “there” as a default value if there is nothing typed into the “First_Name” form field. Note that when using inverted […]
We at Process Street are very excited to announce the release of Conditional Logic – The perfect way to create dynamic checklists with If/Then logic that adapt to your needs. Note: Conditional Logic is a feature on our Standard Plan. Conditional Logic Webinar Recording With our powerful new Conditional Logic feature, you can show and hide […]
Sometimes it pays to be Bold, to be colorful, and to (line) break free of the same-old black and white ways of life. Here at Process Street, we believe in letting you express yourself however you see fit. This is why we are very excited to announce our new text formatting options! In addition to the existing […]
We’re excited to announce the release of ✋ stop tasks — a new way to control how teams work through checklists. Note: Stop Tasks are a feature on our Standard Plan. A stop task prevents you and your team from progressing through a checklist until the stop task has been completed. This enforces the order of tasks, […]
We’re thrilled to announce the newest addition to our many form field options, the Multi Choice field! The Multi Choice field lets you select one or more items from a list of options. This is different to our drop down field which lets you select just one option. Some uses include selecting which packages your […]
