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 Business Pro and Enterprise can now show off their logos in multiple places within Process Street! Once a logo is added it can […]

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 […]

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 […]

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 […]

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 […]