We’re super excited to introduce a way you can see all of your checklists in one place, in Process Street‘s new Checklist Dashboard. You can create, customize and save views that are important to you and your business, so that you can keep better track of all your processes, and create customized views, all in […]
Process Street is pleased to announce our latest fabulous feature, Approvals. Approvals allow you to create specific tasks within your workflow so that you can submit these easily to a manager for review and sign off. You can now set either single task approvals, sequential approvals and parallel or multiple-step approvals within your processes (so […]
Webhook automations are a great way that apps can send messages or information directly to other apps. This can be useful to keep your other tools notified about the status of a checklist or task in Process Street. There are currently three webhooks available that can be used to notify another service: When tasks are […]
We’re excited to announce that you can now set permissions on different tasks on your templates and checklists! Task Permissions will allow you to choose which users in your organization can complete and see different tasks inside of a checklist. You can control the permissions for: All Members within your organization All Guests Anyone accessing […]
SSO is available on Enterprise plans only. For Enterprise pricing, please contact [email protected] We’re excited to announce recent improvements to our Single Sign-On feature in Process Street! In addition to boosting productivity and reducing security risks, we’ve added additional benefits to SSO. Now with Single-Sign on, if a user does not exist in Process Street, […]
Our latest features – Role Assignments, SSO, and an Overview update have launched to great feedback and usage! We covered them all in our new features webinar which had a tremendous turnout.
The Process Street team is excited to announce the release of our brand new role assignments feature. With Role Assignments, you can pre-assign tasks to different roles on your team. Note: Role Assignments are a feature on our Standard Plan. This is useful for larger teams where different people might complete a task depending on their […]
Keeping track of everything that you and your team need to do is pretty important. Luckily, Process Street’s Inbox feature lets you do just that! Inbox lets you see, complete or snooze all of the tasks and checklists that you’ve been assigned across your organization. Accessing Inbox To access Inbox, simply click on the ‘Inbox’ […]
We’re excited to let you know that we’ve extended the functionality of task due dates to give you even more options. Dynamic due dates let you automatically adjust a task’s due date based on actions taken in a checklist. Note: Dynamic due dates are a feature on our Standard Plan. You can now set dynamic due […]
We at Process Street are very excited to announce the release of Conditional Logic – The perfect way to create dynamic checklists with If/Then logic that adapt to your needs. Note: Conditional Logic is a feature on our Standard Plan. Conditional Logic Webinar Recording With our powerful new Conditional Logic feature, you can show and hide […]
We’re excited to announce the release of ✋ stop tasks — a new way to control how teams work through checklists. Note: Stop Tasks are a feature on our Standard Plan. A stop task prevents you and your team from progressing through a checklist until the stop task has been completed. This enforces the order of tasks, […]
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 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 […]
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 […]
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
