A “Checklist Run Link” is a link which, when clicked, runs a new checklist from a certain template. This can be used by team members to run internal processes, or by customers to launch shared checklists. This allows you to quickly run a new checklist without having to open the template and then click “Run […]
You can now view all your checklists in a list or grid format using the new template overview feature. The template overview is a fantastic way to see a table based summary of every checklist run from a particular template. In fact, it’s essentially an in-app (and prettier) version of our checklist CSV export. It […]
You can now share a checklist with anyone you want using a single clickable link. The person you share it with will be able to complete the checklist, fill in form fields, upload files, and add comments; they don’t even have to have a Process Street account! Intro Video How Do They Work? Our new […]
We just made some major updates to the navigation here at Process Street. Highlights: Right menu is now accessible from the home screen Active checklists are now discoverable from the right menu Search and quick jump to other checklists in that template Comments are now discoverable from right menu Let us know what you think […]
You can now export all checklists run from a template (and the form fields inside them) in CSV form. Do this by opening up the template from which your checklists have been run. Next, click “More” in the right-hand menu, as shown below. Once you’ve done this, a more comprehensive menu will appear. Scroll down […]
We have released forms to allow you to collect structured data in your checklists. See the full post on forms release here.
