You can now add notes in your approval tasks to provide context or instructions to the task approvers. You can add these notes to your new and existing approval tasks. Learn more about approvals.
You can now export and print the conditional logic rules set up in your workflows to support compliance needs or maintain data integrity. You can also export your conditional logic rules to maintain historical records or save them as a backup. Learn more about exporting/printing your conditional logic rules.
Process AI now works with the latest version of ChatGPT-4o in our: AI Workflow Generator AI Tasks AI Document Importer We’ve also updated our AI Document Importer to support importing images. You can convert process flowcharts into workflows by uploading JPG or PNG images. Note: The image importer doesn’t support PDFs or DOCX files at […]
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.
