When you complete a task in a checklist, you will now be taken automatically to the next task you need to work on, without needing to hit the ‘next’ button.
You will notice from today that the visual style of Process Street looks a bit different! We thought it was time to freshen up our look, so welcome to our new modern style. We’ve updated the style of our buttons and pages, while keeping all the same functionality you are familiar with. We hope this makes working […]
With our latest update, you can better control the email notifications you receive, for tasks, checklists and Approvals. You can now control every notification individually. For example you could turn off all assignment notifications except for Stop Task hand-offs and @mentions. Choose whichever email notifications are most important to you, by changing the settings in your […]
We have two small updates for you on this release post. Setting the time on a date form field is now optional. This will benefit anyone wanting to set a date where a time is not essential. This only affects the date form fields and not task due dates or checklist due dates, which […]
Our latest feature release the Embed widget, allows you to embed content directly into your processes. You no longer need to click away from your template or checklist to reference another document, spreadsheet, map or table. You can build it directly into your process and add all kinds of interactive content. Neat huh?! For more […]
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 in Process Street to reflect […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
