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Process Street is the home for your team’s process documents, and the best place to track your business’ activity. Create process templates, run instances as checklists, assign your team and track their progress from the one-screen dashboard. ? – You can see a full list of features on our product […]

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Users: In order to manage folder permissions, you must be an Administrator or a Member who has been given ‘can edit’ permission by your administrator.   You can alter the permissions of users (either individually, or as a group) to specific folders in order to allow custom levels of access […]

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Users: In order to add or edit the Embed widget in your templates, you must be an administrator or a member who has been given?‘can edit’?access by your administrator.   Templates are the basis of all of your checklists in Process Street, so it’s natural that at some point you’re […]

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Folders are used to manage templates, checklists, and permissions for different sections or teams of users. For example, each team in your organization (eg, HR, sales, finance, etc) can have their templates in a separate folder, giving them access to only the processes which they need to see. This increases […]

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Here are some examples of Customer Support templates that you can import into your organization. You can also search for more examples in our pre-made template library. Customer Support Process Checklist Daily Customer Service Duties Customer Feedback

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You can assign both users and groups to templates. How to assign a user or group to a Template To assign a user or group to a template you need open the sharing menu on the template. Click the cog next to the template’s name and then click the ‘Share […]

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Users: In order to manage group permissions, you must be an Administrator.   You can assign groups of users to templates and folders instead of adding users one by one. Managing groups in a folder To add a group to a folder, first click the cog next to its name […]

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A “Checklist Run Link” is a link which, when clicked, runs a new checklist from a certain template. This allows you to quickly run a new checklist without having to open the template and then click “Run checklist” button. Ways to use the checklist run link: Send to a member […]

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Workflow Software Demo – Process Street ? Webinars Join us for a deeper look into what Process Street is and how to use it to effectively record, replicate, and replace your workflows.?Register Here for our Monthly Webinar! You can also view all of our previous Webinars right here. Templates vs […]

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User permissions can be managed on a template-by-template basis to allow full control of who can see, access, and/or edit each template. How to manage template user permissions To manage template permissions, first click the cog next to the template’s name in your dashboard. Next, click the “Share template” button […]