We’ve moved the location of the button where you create new workflows, Pages, folders and run workflows into a new position at the top of your header bar. This allows you to not only create new items but run workflows from anywhere inside Process Street, even your inbox, the organization settings and your personal profile […]
You can now add your favorite videos and embeds into Pages! Whether it’s a YouTube video, an interactive map or a view from Airtable, we’ve got you covered! Click the + button to add new items into your Page. If you have any more suggestions for improvements to Pages, send us your request via the help […]
We’ve added a better way to link between workflows and Pages with a new workflow widget. This will allow you to quickly surface the processes your team needs at the click of a button. You can also link a Page to a workflow with the new Page widget in the workflow editor. If you’re using […]
Your new workflow focus bar allows you to differentiate between editing and viewing a workflow. We’ve moved the controls menu for workflows to the top of the screen from the right-hand side. Click the three dots shown below to open up the menu. We’ve also re-named the “save changes” button to “Publish“. Click the three […]
Global search is now even more powerful! You can search for Page content and text content in workflow tasks, as well as workflow descriptions and task names. Global search is permissions driven, so you can only view workflows or pages you have been granted access to see or those that you created in your private […]
Creating workflows and Pages that your team can find before they’re ready, can create confusion and clutter. With your Private Library, you can create, experiment and test run new workflows, or develop ideas and content for Pages, without them being discovered by the rest of your team. When you’re ready to have your team collaborate on […]
All organizations need a place to retain and iterate upon valuable knowledge used to power your processes. This is even more important as employees become more transient in the increasingly common remote-work culture. That’s why we’ve created Pages, a brand new feature that allows you to store and share your operational knowledge with people across […]
Here’s a quick round-up of some of the updates that we’ve released over the past month here at Process Street. Location of the new blank workflow button We moved the location of the button to create a new blank workflow from scratch, so it’s easier to find and quicker to access. Improved conditional logic modal […]
Our latest update is a change to folder navigation that allows users to locate the workflows they’ve been assigned to more easily. This means that all users will now see the same folder structure, whereas previously certain folders may not have been visible to them. This allows your team the ability to communicate better about which folder a […]
This is a feature release many of you have been waiting for; the ability to integrate some of your favorite apps direct with Process Street! Drum roll please…. We’re excited to announce our Automations feature to you all 🙂 Imagine… If you’ve ever wanted to send a DocuSign file to a new client for signing […]
