Process Street updates

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Export Only Visible Columns to CSV

October 5, 2018

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 your selections in the drop-down […]

Update to Template Variables

June 20, 2018

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” form field. Note that when using inverted […]

Bring Your Text to Life with new Color and Style Formatting Options

November 1, 2017

Sometimes it pays to be Bold, to be colorful, and to (line) break free of the same-old black and white ways of life. Here at Process Street, we believe in letting you express yourself however you see fit. This is why we are very excited to announce our new text formatting options! In addition to the existing […]

Enhance your options with the Multi Choice field

September 28, 2017

We’re thrilled to announce the newest addition to our many form field options, the Multi Choice field! The Multi Choice field lets you select one or more items from a list of options. This is different to our drop down field which lets you select just one option. Some uses include selecting which packages your […]

Change the way you edit your templates

August 29, 2017

We’re very happy to announce the launch of some new features that will drastically enhance your template building and editing experience, Multi-Select, Copy/Paste Images, and Drag & Drop Editing! Copy/Paste Images We here at Process Street know how irritating it can be to save and upload images over and over. As a result, you can […]

Make Form Fields Mandatory with Required Fields

August 2, 2017

Making people do things can be pretty tough, and we here at Process Street fully understand that. Our CEO Vinay tries to make us wash his car all the time, but it’s just not going to happen. You, however, can now make fields required within your checklists! This means that anyone running a checklist with […]

Print and Export (PDF) Completed Checklists

March 29, 2017

We’re excited to announce that you can now print or export both templates and checklists! Exported checklists come with the state, assignees, completed tasks, form field data, comments and everything in the activity feed giving you a printable, mailable record of the checklist. Store your export for audit purposes or send to a client. To […]

Adding a Company Logo

March 5, 2017

Do your clients and employees question your identity? Maintaining your image is critically important for establishing your brand as an organization. With our latest release, organizations on our Standard and Enterprise plans can now show off their logos in multiple places within Process Street! Once a logo is added it can be viewed right at the […]

Copy Templates Between Orgs & Mass Email Unsubscribe

December 28, 2016

Happy Holidays everyone! Couple of small updates this week. Copying templates between organizations You can now copy templates between organizations. This is great if you have similar templates in different organizations or if you create processes for your clients and want to first build them in your organization then copy them over. Click here to […]

Completed checklist status

November 2, 2016

You can now complete your checklists when you’ve finished working on them. This is a great way to mark a checklist as done without archiving it and lets you easily distinguish between completed and archived checklists. Like this feature? Click here to tweet it How to complete a checklist There are 2 ways to complete […]

Create Subfolders to Better Organize Your Templates

October 11, 2016

You can now create subfolders to organize your templates better, or control access to select groups of users. How do they work? Subfolders work in much the same way as folders, the only exception being the location you create them. Start off by going into the folder you want to create a subfolder in. Once […]

Process Street Now Supports Wistia Video Embeds

August 17, 2016

If you’ve been using our video embed widget up until now, you might have noticed that it was a bit shaky to say the least. Very recently we’ve switched over from Amazon S3 and HTML5 to using Wistia — and it’s heaps better. If you’re only interested in easily uploading and embedding video files in […]

Updates to Forms

June 17, 2016

We have added 2 new form fields,Email Address and Website Address. You can now see who last updated a form field. URL’s in Single Line Text fields are now clickable. See screenshot for examples: Hope you enjoy these updates =)

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