Process Street updates

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Private Template Sharing with Clients, Multiple Account Emails, and Changing Linked Domains

We’re very excited to announce three new features: The ability to privately allow others to import your templates The ability to have multiple emails for your account The ability to easily change your organization’s associated domain With these new releases, you now have greater control over your organization, account, and templates. Private Template Importing Before, […]

Print and Export (PDF) Completed Checklists

We’re excited to announce that you can now print or export both templates and checklists! Exported checklists come with the state, assignees, completed tasks, form field data, comments and everything in the activity feed giving you a printable, mailable record of the checklist. Store your export for audit purposes or send to a client. To […]

Private Template Sharing

We’re very excited to announce two new features, the ‘Share Template’ button, and the ‘Template Share Link‘. With this release, you can now conveniently access all of your template sharing options in one place via the ‘Share Template’ button, and can privately share templates with people outside of your organization without requiring them to create […]

Adding a Company Logo

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 […]

Variables and Integration Links

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 […]

Copy Templates Between Orgs & Mass Email Unsubscribe

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 […]

Individual Task Assignments and Due Dates

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

Run surveys and more with the “Checklist Run Link”

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 […]

Get an overview of your checklists in table view

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 […]

Completed checklist status

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 […]

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