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 […]
We just made some major updates to the navigation here at Process Street. Highlights: Right menu is now accessible from the home screen Active checklists are now discoverable from the right menu Search and quick jump to other checklists in that template Comments are now discoverable from right menu Let us know what you think […]
You can now export all checklists run from a template (and the form fields inside them) in CSV form. Do this by opening up the template from which your checklists have been run. Next, click “More” in the right-hand menu, as shown below. Once you’ve done this, a more comprehensive menu will appear. Scroll down […]
We have added 2 new form fields,Email Address and Website Address. You can now see who last updated a form field. URL’s in Single Line Text fields are now clickable. See screenshot for examples: Hope you enjoy these updates =)
We have released forms to allow you to collect structured data in your checklists. See the full post on forms release here.
