We’re very happy to announce the launch of some new features that will drastically enhance your template building and editing experience, Multi-Select, Copy/Paste Images, and Drag & Drop Editing! Copy/Paste Images We here at Process Street know how irritating it can be to save and upload images over and over. As a result, you can […]
Making people do things can be pretty tough, and we here at Process Street fully understand that. Our CEO Vinay tries to make us wash his car all the time, but it’s just not going to happen. You, however, can now make fields required within your checklists! This means that anyone running a checklist with […]
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, […]
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 […]
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 […]
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 […]
