Struggling with mobile workflow accessibility and external resource linking on iOS

Templates & Shared Workflows
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Hi everyone,

I’ve been working on streamlining our field team’s onboarding process using Process Street, and I’ve run into a bit of a hurdle regarding how our team interacts with external documentation on their mobile devices. We use a lot of custom checklists that require the team to jump out of the Process Street app to reference specific technical execution steps.

Lately, I’ve been trying to integrate some setup guides from deltaexector com to help our iOS users calibrate their mobile environment while they’re out in the field. However, I’ve noticed that when they click the link within the checklist on the iOS app, it sometimes struggles to return them to the exact task they were on, or the external site’s mobile UI conflicts with the in-app browser view. This is causing a bit of a bottleneck in our “efficiency” goals because the guys are getting lost between the app and the browser.

Does anyone have advice on the best way to handle external resource links for mobile-first workflows? I’m wondering if I should be using the “Embed” widget instead of a direct link, or if there’s a way to force the link to open in a specific browser to avoid the session timing out in Process Street. I’d love to hear how you all manage the conversation between your internal checklists and external technical sites without breaking the user’s flow.

Thanks in advance for any help!

1 Like
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Hey Nora,

I’ve run into a very similar issue with iOS workflows, especially when relying on external resources mid-checklist. The in-app browser behavior can definitely break the flow, particularly when sessions don’t persist or users can’t jump back to the exact step they left.

A couple of things that helped in our case:

  • Avoid relying solely on in-app browsers: Whenever possible, we prompt users to open critical links in Safari instead. It’s a bit less “seamless,” but far more stable for longer reads or multi-step guides.

  • Use shorter, task-specific resources: Instead of sending users to full external docs, we broke content into smaller, focused pages so they don’t spend too long خارج the app.

  • Embed where it makes sense: For static or lightweight content, embeds worked well—but for anything interactive or complex, they sometimes caused more issues than they solved.

  • Add a quick “return step” note: Sounds simple, but even a small reminder like “Return to Step 3 after completing this” reduced confusion.

Also, if you’re linking out frequently, you might want to look at tools that optimize how links behave across devices. Curious to hear what others are doing too—this is definitely one of those mobile UX gaps that still needs better solutions.