Enable Customer Workflows with Task Permissions

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 […]

Find and Update a Checklist using our new Zapier update

We’re excited to announce an update to our Zapier integration with Process Street! You can now Find and Update an active checklist. This allows for a powerful two-way sync between Process Street and other systems. For example, when you update a status in your CRM, update your customer onboarding checklist […]

Role Assignments

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. This is useful for larger teams where different people might complete a task depending on their role or if you […]

Inbox – The Fastest Way to Complete Tasks

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, […]

Dynamic Due Dates Update

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. You can now set dynamic due dates based off 4 different […]

Export Only Visible Columns to CSV

We’ve extended the functionality of our CSV export to allow you to export only visible columns or all the checklist data of the template. Exporting only the visible columns produces a CSV file of just the columns currently displaying in your template overview. You can customize (hide/show) columns based on […]

Update to Template Variables

We have recently made some updates to our variables feature. Default values You can now make a variable have a default value. So instead of “Hey {{form.First_Name}},” You could use “Hey {{form.First_Name | default:’there’}},” This would insert “there” as a default value if there is nothing typed into the “First_Name” […]

Enhance your Workflows with Conditional Logic

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. Conditional Logic Webinar Recording With our powerful new Conditional Logic feature, you can show and hide specific tasks in a […]