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        advanced process street - header

        The introduction to Process Street for consultants covered the basics of using the app, but now it’s time to take a deep dive into the advanced features.

        Using these, I’ll show you how to make the most of your business processes, automate your busy work, be more productive in general, and make sure that you and your clients’ operations are both scalable and efficient.

        Whether you’re working with HR templates or IT processes, today I’ll show you how to:

        • Copy templates between organizations to easily hand them off to clients
        • Customize your template overview to have a personal view of all checklists run
        • Share, embed, export, and print templates and checklists to allow off-and-online access, whether the recipient has a itouchProcess Street account or not
        • Automate basic tasks to free up time, letting you and your clients scale more easily
        • Use “variable” information to keep data across your checklist in sync
        • Create custom links which trigger new checklists (and push data into these new checklists automatically)
        • Integrate Process Street with other apps and websites using custom links

        advanced process street consultants - all the benefits

        It’s time to get stuck into the meat of how to make the most of Process Street’s advanced features and further benefit your clients.

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        Although this was briefly mentioned in the last post, the template overview tab lets you see a custom overview of every checklist you’ve ever run from a template. Think of it as an in-app, prettier version of the checklist CSV export function.

        And boy, do I mean it when I say “custom” view.

        In the overview tab you can reorder, resize, remove, and add columns to show the users assigned, due date, status of each task, comments, and much, much more. You can also choose to view only “active”, “completed”, or “archived” checklists (or even a combination of all three).

        The best part? The overview tab will remember how you last set it up, meaning that your view is consistent between sessions.

        advanced process street consultants - template overview

        In other words, you could reorder, resize, and hide columns to get the perfect overview of your checklists, then never have to set it up again – every time you return to the overview tab your settings will be remembered and auto load.

        This doesn’t apply to how other users see the overview though – the custom view will not be applied if someone else logs in and goes to the overview tab, meaning everyone can customize it to their preference.

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        How much time do you and your clients waste doing tasks that don’t require human input? How much stress and friction is caused by necessary evils like data entry, managing customer data, and form generation?

        What if every bit of it could be automatically done for you?

        advanced process street - bpa guide edited

        Using both our integration with Zapier and built-in integration options, you can automate tasks which both you and your clients shouldn’t have to waste time doing. For example, you could check off a task called “send forms to client”, and automatically have the form created and sent.

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        Variables are a great way to create complex processes without knowing specific information. Put simply, they’re an easy way of including “variable” information into your text and email widgets – this information is automatically updated to reflect whatever relates to a checklist.

        advanced process street - variables

        “Variable” information includes things like:

        • Template name = {{template.name}}
        • Template URL = {{template.url}}
        • Checklist name = {{checklist.name}}
        • Checklist URL = {{checklist.url}}
        • Checklist due date = {{checklist.due_date}}
        • Checklist creation date = {{checklist.created_date}}
        • Checklist creator’s email = {{checklist.created.by_email}}
        • Task name = {{task.name}}
        • Task due date = {{task.due_date}}
        • Along with itouchany and all form fieldsitouch

        You could just use this to keep data synced up over the course of a checklist (eg, shifting a client’s name from a form field in step 1 to a text widget in step 5), but why stop there?

        Variables, for example, let you capture a client’s email address using a form field, then automatically shift that information into an email widget. In other words, you record their email address, and your premade email updates itself accordingly.

        Alternatively, you could get more complicated and use variables to push information into and out of your checklists by using variables in run links and integration links (more on these further down).

        Check out our help article on variables for more information on how to set up and use them.

        advanced process street - variables information

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        The final feature I’ll be covering today is integration links. These are links inside checklists which can use variables to push information into other apps and sites. For example, an integration link could search Google for whatever you have recorded in your “Client Name” form field.

        In fact, let’s run with that example. So, if you search Google for something, the following URL is generated (“XXX” being interchangeable with whatever you searched).

        https://google.com/?q=XXX

        advanced process street - integration links

        However, by swapping this information with a variable, you can create a custom integration link which changes to suit the data in your current checklist. So, if I wanted to search Google for whatever my checklist’s name was, I could change the link to be:

        https://google.com/?q={{checklist.name}}

        To learn more, check out our help site article on integration links.

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        Ben Mulholland is an Editor at itouchProcess Street, and winds down with a casual article or two on Mulholland Writing. Find him on Twitter here.


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