Process Street updates

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Improvements to Your Organization Dropdown

January 10, 2022

We’ve polished up the look and feel of the drop-down where you manage your organization and invite new users to work with you in Process Street. Learn more about inviting users, either individually or in bulk.

Add Tables Into Your Pages!

December 15, 2021

You can now add simple tables into your Pages, to help you format and add structure to your content. Click the + button and select table, to add to your Page. When you hover over rows or columns you’ll see a menu where you can choose to move or add new rows or columns (or […]

Bulk Invite Colleagues Into Your Organization

December 13, 2021

With our new bulk invite feature, admins can invite a list of users into your organization with just a few clicks. These could be team members you work with every day or colleagues in other departments. Add their email addresses and user type (Admin, Full Member, Free Member or Guest) into the example CSV file to […]

Welcome to Your Universal New Button!

December 13, 2021

We’ve moved the location of the button where you create new workflows, Pages, folders and run workflows into a new position at the top of your header bar. This allows you to not only create new items but run workflows from anywhere inside Process Street, even your inbox, the organization settings and your personal profile […]

Add Videos And Embeds Into Your Pages!

December 13, 2021

You can now add your favorite videos and embeds into Pages! Whether it’s a YouTube video, an interactive map or a view from Airtable, we’ve got you covered! Click the + button to add new items into your Page. If you have any more suggestions for improvements to Pages, send us your request via the help […]

Crosslink Widgets for Pages & Workflows

December 13, 2021

We’ve added a better way to link between workflows and Pages with a new workflow widget. This will allow you to quickly surface the processes your team needs at the click of a button. You can also link a Page to a workflow with the new Page widget in the workflow editor. If you’re using […]

Real Time Run Updates

December 13, 2021

Your new workflow focus bar allows you to differentiate between editing and viewing a workflow. We’ve moved the controls menu for workflows to the top of the screen from the right-hand side. Click the three dots shown below to open up the menu. We’ve also re-named the “save changes” button to “Publish“. Click the three […]

Improved Text Search in Pages and Workflows

December 7, 2021

Global search is now even more powerful! You can search for Page content and text content in workflow tasks, as well as workflow descriptions and task names. Global search is permissions driven, so you can only view workflows or pages you have been granted access to see or those that you created in your private […]

September 2021 Updates

September 15, 2021

Here’s a quick round-up of some of the updates that we’ve released over the past month here at Process Street. Location of the new blank workflow button We moved the location of the button to create a new blank workflow from scratch, so it’s easier to find and quicker to access. Improved conditional logic modal […]

Making Folder Navigation More Consistent

August 31, 2021

Our latest update is a change to folder navigation that allows users to locate the workflows they’ve been assigned to more easily. This means that all users will now see the same folder structure, whereas previously certain folders may not have been visible to them. This allows your team the ability to communicate better about which folder a […]

Introducing New Names for Templates and Checklists!

May 7, 2021

Fasten your seatbelts… Templates and Checklists are changing names! What are they changing to? Templates ➡️ Workflows Checklists ➡️ Workflow Runs Templates will become “Workflows” and Checklists will become “Workflow Runs” or “Runs”. And when? These changes will initially come into effect in Process Street on the date this release post is published. Why the change? We’ve known for a […]

Live Updates to Inbox

April 19, 2021

Another great update means that you now have live updates in your Process Street Inbox! This means that when completing a task or filling in a form field, thus generating more tasks for another user (or group) to complete, those tasks will be immediately visible to them in their Inbox, without needing to refresh the […]

Populate Form Fields When Running Multiple Checklists

April 6, 2021

Our latest update includes some great new enhancements to our Running Multiple Checklists feature. This feature allows you to not only create multiple checklists in one go but it now also includes the capability to populate form fields at the same time. The ability to pre-fill form field data in your checklists allows you to activate […]

Slack App: Manage Tasks and Approvals in Slack

March 30, 2021

Increase your team’s speed, productivity, and efficiency, with our new Slack App. If your team is using Slack as its main working hub, then you can streamline the way you work by adding Process Street to your Slack account. This will allow you to work directly from Slack completing tasks, completing checklists, approvals, and receiving […]

Real-Time Updates to Form Fields

March 30, 2021

Our latest update to Process Street enables real-time form field updates on checklists for all users, Automations, and Zapier and webhook integrations. What does this mean for you? Automations that change form field values will update live, without you needing to refresh your browser Zapier Zaps that change form field values will update live You’ll see form fields updating […]

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