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 […]
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 […]
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 […]
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 […]
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 […]
Find work faster, run new checklists and complete them on the go, with our new iPhone mobile app. If you’re away from the office or your desk, you can enjoy an optimized Process Street experience that’s been designed with you in mind. Push notifications alert you so that nothing important gets missed, and you can […]
Premade templates are ready-made processes that we have created for you to use. You’re welcome 😉 With our new Template Gallery, you can search for premade templates by browsing the categories, images and descriptions. Discover more processes that you can utilize in your organization right away, or edit them to make them your own. Learn […]
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’ […]
