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 […]
It can be a little overwhelming to edit a large workflow template with multiple tasks, content, or form fields, especially if you’re new to using Process Street. To help you get started, we’ve created some quick-start templates, which makes it easier for you to get to grips with simplified workflows containing less than 10 tasks. You can access […]
Here’s a quick roundup of some of the small updates we’ve made to Process Street in the last month. Templates Page Ctrl + click or right click, opens folders in a new tab. You can now view all checklists in a particular folder at the click of a link from your template dashboard. Templates When […]
We’ve been updating Checklist Dashboard, so that it now has even better functionality than before. Improvements include: Added a new and sortable “Templates” column, which allows you to group checklists by template Adjustable column widths, which you can save settings for in your saved views Added date/time tool tip to the “Started”, “Completed” and “Due” […]
You can now run a new checklist from any page within Process Street, with the “Run” button at the top of your screen. Click the “Run” button, and select the template you would like to run a checklist from. You can scroll down to find a template, type in the search box or select one from […]
There are now three options for setting up Single Sign-On (SSO) in Process Street. Optional — SSO is optional for all users in the account Required for All Users — SSO is required for all members AND guests NEW! Required for Members Only — SSO is required for members BUT NOT guests This change allows […]
The Members form field can now be used in email and text widgets as a variable field (as well as in Role Assignments). Users: In order to add or use the Members form field in templates, you must be an Administrator or a Member who has been given ‘can edit’ permission by your Administrator. In […]
When you share a checklist with someone outside your organization, either via a Checklist Share link or a Run Link, they will no longer see a chat pop-up box when viewing the checklist. This was causing confusion with some users, so we have removed it.
We’ve just enabled our new CDN+S3-enabled front-end with browser caching. This means you should notice substantially faster load times when working in Process Street going forward! Enjoy!
We just improved our Conditional Logic feature, so that you can now use Conditional Logic rules on content within tasks. It’s now possible to show or hide content and form fields within tasks, which may reduce the number of tasks you need to build in your overall template as a result. Find out how to […]
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 […]
