At Process Street, we serve over 450,000 registered users including the likes of Salesforce, Spotify, and Airbnb. We work with our users to help them get the best out of our software. With this goal in mind, we bring you this article detailing the top 5 secret hacks and tricks in Process Street.
We found out how the Process Street team uses our nifty workflow documentation software in their day-to-day activities. We gathered the responses given from every department and narrowed them down to present 5 top hacks and tricks you can incorporate into your Process Street experience today.
- Trick #1: Document your daily schedule as a checklist
- Trick #2: Automate date form fields to pre-fill
- Trick #3: Use saved views to summarize workflow data
- Trick #4: Order Conditional Logic instructions and use hidden admin tasks
- Trick #5: Embed webpages inside Process Street’s workflows
Trick #1: Document your daily schedule as a checklist
You can document your daily checklist as a Process Street workflow, to be run at the start of each day, giving you a clear schedule to follow that ensures no tasks are missed.
As my colleague Adam Henshall says:
“I set up the checklist to run every day, with a reminder pinged to my Slack inbox when this checklist is ready. The checklist gives me a clean structure to my day and nothing gets missed. Such a simple little addition, but the scheduled checklist feature – along with my custom notifications through Zapier where I add Mr. T and other motivational stuff – takes it to another level.” – Adam Henshall
Sign up for your free Process Street account and click to create your daily schedule – it’s that simple! For more information on how to build your daily work schedule, watch the below video.
Trick #2: Automate form fields to pre-fill
There are three different ways you can auto-populate form fields, such as email and date form fields.
1. By using Zapier
Zapier is an automation tool. In this instance, you will use Zapier to automate the flow of information from your created Zap into the chosen Process Street workflow. For more information on how you can do this, read Zapier’s automation help page for Process Street.
2. By using Process Street’s Automation feature
When you open a given workflow, you’ll now see an “Automation” tab in the top left corner, next to the template tab. Clicking that tab will enable you to set up your automation. You’ll be connecting Process Street with Process Street, to auto-populate form fields when the new workflow is run.
For more information on how to use Process Street’s automation feature to pre-fill form fields, read: 4 Workflows to Get You Started with Automations.
3. By using Process Street’s multiple Workflow Runs feature
Our Run Multiple Workflows feature is a great feature for anyone needing to create lots of workflow runs in bulk. Not only can you quickly create a batch of workflow runs, you can also add an assignee, a due date, and also fill out form field data within your workflow runs.
For more information on how you can pre-fill form fields using our Multiple Workflow Runs feature, read: Creating Multiple Workflow Runs.
Auto-populating form fields – such as a date and email form field – is somethings that’s helped Process Street’s Customer Team Leader Blake Bailey immensely, as he explains:
“[Running multiple workflows] can be paired with Process Street’s Dynamic Due Dates and Role Assignments features to automatically invite someone into your org, assign them to the run, and set variable due dates on tasks – this is how we’ve onboarded 1500 employees for our customers with a single click.” – Blake Bailey
Trick #3: Use saved views to summarize workflow data
If you read my previous article on saved views, you’ll know how our marketing team uses saved views in Process Street’s reports to:
- Keep track of work.
- Gather information and track data for social media marketing.
- Detect patterns in content collaboration data.
You can read our full article, How We Use saved views in Process Street Reports to Track Work in Our Marketing Team here.
As Process Street’s Marketing Coordinator Karolina Lasocki explains:
“I use saved views to gather different data from the content collaboration process (co-marketing efforts). This gives me an instant overview of the different collaborations we’ve done, how many high-value partners we have, what type of other co-marketing activities should I initiate, and more.” – Karolina Lasocki
Trick #4: Order Conditional Logic instructions and use hidden admin tasks
Process Street’s Conditional Logic feature allows you to create truly dynamic workflows with if-this-then-that logic. You can build paths into your workflows that change depending on the actions that occur within the workflow run.
Below we give you our Conditional Logic tricks that make using this feature a breeze:
When adding a lot of Conditional Logic, add the conditions in the order that corresponds to where they are in the workflow. This helps later if/when you need to find logic and make changes. You can use the up/down arrows in the Conditional Logic user interface to re-order the rules if you deviate from this practice.
As Process Street’s Sales Engineer, Jeff Bruck says:
“When there is a lot of Conditional Logic things get a bit challenging to find later on. Adding bogus tasks with “——” as their label, hiding these tasks by default, and then implementing them in the Conditional Logic (always with hide) can help you visually break up segments of the workflow and navigate the logic.” – Jeff Bruck
Speaking of hiding tasks, you can also add and hide admin tasks in your Process Street workflows. For instance, let’s say you have multiple Automations and you need to keep track of multiple object IDs in different platforms. You can add all your hide fields to an admin task, and then hide that admin task by default. This will make finding and managing hidden fields, snippets, etc., easier.
Trick #5: Embed webpages inside Process Street’s workflows
For Process Street’s Editor Oliver Peterson, our Embed Widget allows him to…
“…quickly access a Google Sheet/Doc/live Charts for reporting, which is also automatically updated – e.g., we use our Embed Widget to include a Sprint point calculator excel sheet during sprint planning for easy access.” – Oliver Peterson
For more information on how to use Process Street’s Embed Widget, read: How To Use the Embed Widget.
What Process Street tricks and hacks do you use?
That concludes our quick summary of the top 5 secret tricks and hacks used by us here at Process Street.
But what about you? We want to know how you use Process Street, and if you have any tricks up your sleeve you’d like to share with us.
Here’s to making the best out of our software for effectively managing your business operations and getting the best out of your business.
Do you have questions on how to implement the tricks and hacks we’ve mentioned in this article? If you do, please comment below and we will get back to you!