Process Street updates

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Populate Form Fields When Running Multiple Checklists

Our latest update includes some great new enhancements to our Running Multiple Checklists feature. This feature allows you to not only create multiple checklists in one go but it now also includes the capability to populate form fields at the same time. The ability to pre-fill form field data in your checklists allows you to activate […]

Slack App: Manage Tasks and Approvals in Slack

Increase your team’s speed, productivity, and efficiency, with our new Slack App. If your team is using Slack as its main working hub, then you can streamline the way you work by adding Process Street to your Slack account. This will allow you to work directly from Slack completing tasks, completing checklists, approvals, and receiving […]

Real-Time Updates to Form Fields

Our latest update to Process Street enables real-time form field updates on checklists for all users, Automations, and Zapier and webhook integrations. What does this mean for you? Automations that change form field values will update live, without you needing to refresh your browser Zapier Zaps that change form field values will update live You’ll see form fields updating […]

Get Up and Running Faster With Quick Start Templates

It can be a little overwhelming to edit a large workflow template with multiple tasks, content, or form fields, especially if you’re new to using Process Street. To help you get started, we’ve created some quick-start templates, which makes it easier for you to get to grips with simplified workflows containing less than 10 tasks. You can access […]

Find Your Processes Lightning Fast With Global Search

Our new search function allows you to locate and navigate to your templates with lightning fast speed. Use the search box in the header bar at the top of your screen, to search for template names, template descriptions or task names. You can scroll through the results, tab through or use the up/down arrows on your […]

December 2020 Updates

Here’s a quick roundup of some of the small updates we’ve made to Process Street in the last month. Templates Page Ctrl + click or right click, opens folders in a new tab. You can now view all checklists in a particular folder at the click of a link from your template dashboard. Templates When […]

Checklist Dashboard Just Got Even Better!

We’ve been updating Checklist Dashboard, so that it now has even better functionality than before. Improvements include: Added a new and sortable “Templates” column, which allows you to group checklists by template Adjustable column widths, which you can save settings for in your saved views Added date/time tool tip to the “Started”, “Completed” and “Due” […]

Create Insights with our Enterprise BI Integrations

With Process Street BI Integrations, you are able to access all of your Process Street data, combine it with other source data and analyze it in your organization’s preferred data analysis tool. This allows you to clearly show the value of Process Street by directly tying the work done in workflow runs to larger organizational […]

Improved Navigation & Template Dashboard

You can now differentiate more easily between templates and checklists, with some changes we’ve made to Process Street‘s navigation. Now you have the power to customize your checklist view in order to make it work for your team. We’ve also added a new, faster way to run checklists from any page. Transitioning to the new Navigation […]

Run Checklists from Anywhere

You can now run a new checklist from any page within Process Street, with the “Run” button at the top of your screen. Click the “Run” button, and select the template you would like to run a checklist from. You can scroll down to find a template, type in the search box or select one from […]

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