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!