Organize your Reports dashboard by creating folders. This way you can group related saved views, making it easier and quicker to find them. You can add or move new and existing saved views into folders. You can also rename, share, or delete them. Learn more about folders in reports.
You can now create Tasks with detailed descriptions including subtasks, rich text, and links. Subtasks: Create subtasks within tasks and drag/drop them into position These subtasks will show in the print/PDF version of the workflow run to which they’re attached Subtasks will also show in tasks when you’re working on them in Slack Rich text […]
The new “My Work” updates allow you to find and manage your task assignments faster and easier. What’s new: Persistence of View: Access the same view, customized with filters, sorting, grouping, and search results every time you come back to My Work. Group by Workflow Runs: Group your tasks by workflow runs to organize your […]
You can now show tasks and their content after a defined timeframe by setting up conditional logic rules. For example, in your employee onboarding workflow, you can show tasks after ‘x’ number of days from the workflow run start date to prevent overwhelming your new hires with lots of tasks at the beginning of the […]
The custom notifications for your workflow runs can now be delivered via Slack, ensuring your team receives alerts right where they’re most active. These notifications will show in the Process Street app in Slack. Learn more about custom notifications.
You can now set custom validation rules for your date form fields to support complex scheduling and compliance requirements. You can define dynamic date constraints based on variables such as dates from other date fields within the same form or workflow, or use workflow-specific dates like the workflow start date. Learn more about the date form […]
In the Reports dashboard, you can now sort your workflow runs by form fields for efficient data analysis and management. When you select a single workflow you can sort data by short text fields, email addresses, dates, numbers, websites, or dropdown selections. Learn more about Reports.
This new look helps you to find your assigned tasks and workflow runs easily. You can also take quick actions in My Work like completing tasks, reassigning them, or adding comments. To prioritize your work you can filter your view by workflows, workflow runs, tasks, approvals, or assignees. You can also group your tasks by […]
You can now create and manage all your tasks within Process Street. Create tasks for yourself or assign them to your team and keep all your work in one place. You can also attach tasks to workflow runs if they need to be completed as part of a process. The attached tasks are also included […]
With our enhanced print and PDF formatting, you’ll notice better-organized content and a style that makes your workflow runs more readable. The new formatting also shows the workflow run revision count and improved date formats. Learn more about exporting your workflow runs.
