You can now add notes in your approval tasks to provide context or instructions to the task approvers. You can add these notes to your new and existing approval tasks. Learn more about approvals.
Process AI now works with the latest version of ChatGPT-4o in our: AI Workflow Generator AI Tasks AI Document Importer We’ve also updated our AI Document Importer to support importing images. You can convert process flowcharts into workflows by uploading JPG or PNG images. Note: The image importer doesn’t support PDFs or DOCX files at […]
You can now create Tasks with detailed descriptions including subtasks, rich text, and links. Subtasks: Create subtasks within tasks and drag/drop them into position These subtasks will show in the print/PDF version of the workflow run to which they’re attached Subtasks will also show in tasks when you’re working on them in Slack Rich text […]
The new “My Work” updates allow you to find and manage your task assignments faster and easier. What’s new: Persistence of View: Access the same view, customized with filters, sorting, grouping, and search results every time you come back to My Work. Group by Workflow Runs: Group your tasks by workflow runs to organize your […]
You can now show tasks and their content after a defined timeframe by setting up conditional logic rules. For example, in your employee onboarding workflow, you can show tasks after ‘x’ number of days from the workflow run start date to prevent overwhelming your new hires with lots of tasks at the beginning of the […]
The custom notifications for your workflow runs can now be delivered via Slack, ensuring your team receives alerts right where they’re most active. These notifications will show in the Process Street app in Slack. Learn more about custom notifications.
You can now set custom validation rules for your date form fields to support complex scheduling and compliance requirements. You can define dynamic date constraints based on variables such as dates from other date fields within the same form or workflow, or use workflow-specific dates like the workflow start date. Learn more about the date form […]
This new look helps you to find your assigned tasks and workflow runs easily. You can also take quick actions in My Work like completing tasks, reassigning them, or adding comments. To prioritize your work you can filter your view by workflows, workflow runs, tasks, approvals, or assignees. You can also group your tasks by […]
With our enhanced print and PDF formatting, you’ll notice better-organized content and a style that makes your workflow runs more readable. The new formatting also shows the workflow run revision count and improved date formats. Learn more about exporting your workflow runs.
With our latest Forms updates, you can embed your forms in workflows, pages, or your websites. You can also share your forms with your teams within Process Street or via email. Embed a form: Embed your forms in workflows, pages, or your websites Add a form description on the start page Permissions and sharing: Customize […]
With our latest updates for Forms, get a head start on creating your form, organizing your steps, controlling form access, and tracking form activity. Starting a form: Give your form a name as soon as you start a new one A short text field is added by default to get you started Form steps: Rename […]
Your workflow run names and notifications will now display the form field names associated with those variables. You can also set a fallback value while selecting a variable to use. If you have added variables in workflow run names, they will automatically update once you change a form field value. Learn more about variables.
With our latest version of Forms, you can collect more information, securely. You can now add a number field, a date field, and a file widget to your form You can select and delete form responses You can export your form responses to CSV Publishing changes to your form auto-updates active forms Learn more about […]
We’ve released more exciting features this month and here’s a round-up of all the updates. Enhanced file security When you enable the Enhanced File Security feature, only users logged into a Process Street account can access the files in your workflow runs. This feature is available on our Enterprise plan. If you’re interested in accessing […]
Here’s a round-up of all the latest updates we’ve released this month. Bulk archive or delete workflow runs in Reports Admins and members with edit permissions can now multi-select workflow runs in Reports to archive or delete them. Auto-update variables when form field names are changed If you change a form field name in your […]
