Process Street reviews

All my business processes can be managed within Process Street

Opmerkingen: We use Process Street similarly to a project management tool. All of our new content projects are administered via Process Street and this tool makes it easy for everyone involved in production to know what's expected of them, when. It's a flexible process that changes when, for example, clients need edits or we have to modify the workflow after first assigning the topic. Process Street works with us, not against us. We also use it for miscellaneous tasks like onboarding new team members, new clients, and to set expectations for various repeated projects outside our standard new content workflow.

Pluspunten:

I love that I can use this tool to build any workflow, for any use case, and for any customer. I have not found a project management tool (and I've thoroughly tested several) that empowers me to build an intuitive custom workflow like Process Street has. I feel like I'm only scratching the surface of what I could accomplish with this tool and the possibilities are exciting!

Minpunten:

There are some quirks that I trust will be worked out in time, like more options for organizing conditional logic settings or being able to copy parts of one workflow to another. I think the only thing I would change about Process Street is creating some additional efficiencies to scale workflow building but I can't think of any major features it's missing.

A Great Tool For Visual SOPs That Improves Task Completion Quality

Pluspunten:

Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street. To be able to combine our internal SOPs with an assignable task and track progress on each step is extremely useful. Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task. Process Street brings all those elements together into one package and makes it easy for us to ensure staff are following SOPs as they complete tasks, and doing things the right way every time.

Minpunten:

Building new tasks is easy and intuitive; some functionality could be improved such as not having dropped-in images always load at the bottom of the edit view (which can be tedious if you are trying to edit a task with a lot of screenshots, and you have to drag it back up the chain) but overall it's a very user friendly way to build a visual SOP for each task we have in our agency.

Blissful Process Street

Pluspunten:

It is very easy to use and is convenient

Minpunten:

The response time after logging a ticket

Process.st review

Pluspunten:

Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done.

Minpunten:

– Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls) – Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot) – Too little automation customization (ex. Slack connection is very limited) – The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor) – Content -> Send Email and Forms -> Long Text lack even simple formatting capability

Transition Management - Colliers Lease Administration

Opmerkingen: I'm happy that we have it. It has improved our ability to manage projects and control the assignment of new projects among the team.

Pluspunten:

I like that all the task involved can be included in the template and that I'm able to add logic to the template to account for the nuances in each project. It also makes it much simpler to have multiple people working on the project and avoid duplicative effort.

Minpunten:

it's very difficult to view actual embedded document because our company uses SharePoint to store documents. The SSO security prevents a lot of documents from being accessed inside Process Street. the Link works to locate the document quickly, but that requires to work outside Process Street and I have to go back and add more notes about what we did to the document(s). I also wish I could integrate with more apps, but I'm not totally sure its not our companies security that prevents that from being possible. I also would like to be able to have ability to control the status of the project. We use process projects that haven't begun and they get mixed into other things that are actually active vs reflecting that they are pending projects.

Efficiency in performing routine tasks

Opmerkingen: Very straightforward! Non-technical users will have no trouble creating effective procedures because to the intuitive UI. The user interface is also highly uncluttered and easy to navigate. Nonetheless, efficiency is quite high. One of the features I value most is the ability to make changes to a process's blueprint while it is still active.

Pluspunten:

Process Street centralizes all of the pertinent information and provides a bird's-eye perspective of all of an organization's processes in one convenient location. It's a system that can be used by everyone in the company with little to no instruction.

Minpunten:

However though Process st is constantly updating and adding new features, it still heavily relies on external applications and connections to accomplish specific tasks. What I enjoy most about process work is diminished by this.

A Comprehensive and Intuitive Process Management Tool

Opmerkingen: Process Street is an incredibly useful tool for managing complex workflows. Its easy-to-use interface allows us to quickly create and customize repeating tasks and checklists that can be shared with colleagues. It's a great way to stay organized and on top of our workflows. The only issue I've had with the program is that it can be a bit slow when it comes to loading, but overall it runs smoothly and efficiently.

Pluspunten:

Process Street has been an invaluable tool for my team. It makes process management and collaboration incredibly simple and intuitive. Its user-friendly interface allows us to quickly create and customize repeating tasks and checklists that can be easily shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. It's been a great way for us to stay organized and on top of our workflows.

Minpunten:

The only issue I have with Process Street is that it can be a bit slow when it comes to loading. Other than that, the program runs smoothly and efficiently.

Great Systems Checklist for Operations

Opmerkingen: Process street has created a new level of accountability for our company. We are looking to scale quickly and process street has been there for us as we move towards our Vision. The customer service and customization [SENSITIVE CONTENT] has provided is beyond what we have experienced using any other software.

Pluspunten:

The checklist feature that is repeatable daily, creates a continuity for all employees and managers.

Minpunten:

More project management tracking and better communication for dispatching and service orientated projects would help create a bigger impact for us.

Entry Level Utilization of Process Street

Opmerkingen: Online searchable processes and methodology has centralized our "How To's" avoiding duplication of effort in documentation.

Pluspunten:

We are stepping into adoption for our organization, and the first step was to add our operations processes to the library. It is very easy to add links from Google Docs to our library, and the Operations Manual is now online and up to date. It's available to everyone in the organization.

Minpunten:

The lack of direct tie in to our Filemaker database system. The connectors that Process Street have do no connect to Filemaker at the time we did the evaluation. Consequently, migrating to using those features involved duplicating data input, or writing a custom software solution to Filemaker as a conduit, which we may look into funding in the future. Even though we have not utilized all the features in Process Street, we are very happy with what we are using at this stage.

Process.st is Gaining Traction in a Saturated Industry

Opmerkingen: I was initially resistant because I only thought it was for checklists, but was 100% converted once I learned about the automations and conditional logic. I recommend it to all my clients--seriously!

Pluspunten:

The versatility afforded the user, administrator, and business owner makes Process.st both a means in which to implement a new procedure or protocol, but also to do so in a collaborative space.

Minpunten:

There are some intuitive keystrokes and shortcuts that don't work in Process.st (e.g., Control-Z and Control-K). It is not as easy to unbox and use as, say, jotform.

Absolutely Amazing

Opmerkingen: It helped me to organize and to have all my information, forms, etc. in one place. The blogs, webinars, support and podcasts have also helped me with organization and growth of my business. Our rep has given me a lot of tips on what I need to do to use it more effectively. Every time I talk to him, I learn something else. I'm looking forward to actually creating a real template to run as a checklist on my staff trainings which we do every week. I hadn't even considered doing that until he mentioned it. He's helping me to run my business more effectively.

Pluspunten:

I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually responds. They have these awesome informational blogs and podcasts that help you with your business and even webinars which help to make sure you're aware of all of the features that they have. But I must say, the guy I have dealt with the most, our rep is crazy phenomenal! Like I said, I'm not a computer savvy person so I'm very satisfied with the very basic way I'm using Process Street and how it has helped me to organize my information (which the place I'm coming from was a horrible disorganizational mess just to put things into perspective) but this dude really wants me to use Process street to the utmost of it's capabilities. He said I'm using it at only 20% of it's capacity and I'm happy with that. Just imagine if I get to 50% or 80% of it's abilities. Seriously, this guy really cares about how he can help you to use process street better, giving you tailor made tips and information and thereby strengthening your business and helping it to grow. Thank you so much Process street for hiring such a caring, wonderful, supportive and strong team!

Minpunten:

My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess is more so about myself than Process Street. But I would say that what I liked the least is the pain, time and effort it took me to figure it out and the ongoing time and effort it will take to use it more to it's fullest potential. But with their support , I know that the time and effort put in is going to more than pay off in the end. I believe the value that Process Street brings way outweighs the time, effort and costs of the product. The support is just amazing and that's such a huge part of their value. Alright, I guess the following isn't the major stregnth of their support, but they have these really super cool accents too! Okay, I'm a raving fan. I don't have anything to say I like least about this software.

Process Street: Streamline Workflows and Enhance Efficiency

Pluspunten:

Process Street provides a powerful and intuitive platform for streamlining workflows and improving productivity. The software's visual checklist approach allows teams to create and manage standardized processes, ensuring consistency and accuracy. With its user-friendly interface and extensive template library, Process Street simplifies the creation and documentation of workflows, making it easy for both technical and non-technical users to collaborate effectively. The platform's automation features, such as conditional logic and task assignments, enhance efficiency and reduce manual effort.

Minpunten:

One potential drawback of Process Street is the learning curve associated with mastering the platform's advanced features. While the basic functionality is straightforward, unlocking the full potential of the platform may require some time and training, especially for users new to process management software. Additionally, the lack of native integrations with certain popular tools may require additional steps or workarounds to connect Process Street with existing workflows, which can be a minor inconvenience.

Most Valuable Tool in the Business

Opmerkingen: We are a digital publishing company with a remote team of 10 scattered across the globe. In order to maintain consistency (or at least try) across our platform it is imperative that we have processes in place so that all team members can work together. The deep integration between Process Street and Zapier has made it the most valuable tool in our business. We try and keep our team within the Process Street interface is much as possible to follow checklists and add data to forms. Then we use Zapier to manipulate that data and push it around to the other third-party apps that drive our business. We have just scratched the surface in terms of what is possible and as the team at Process Street continue to roll out more features (like task-based assignment) this tool will just become more and more valuable. And their customer support is truly outstanding. Our business would be screwed without Process Street.

Pluspunten:

The ability to trigger Zaps based on the completion of individual tasks or entire checklists and the form fields functionality they have built allow us to maintain consistent data entry across our remote team and multiple third-party tools.

Minpunten:

At this stage I cannot assign individual tasks within a process to various team members, however I am of the understanding that they are working on this.

Great Process Management Software

Opmerkingen: One of the top 3 software companies I've used. Their focus on engaging their customers is impressive and makes me feel like I'm important to them.

Pluspunten:

I love the how easy it is to use on every level. A beginner can understand the basic ideas and being to use a task list within minutes. The next level of creating templates is a bit more complex, but intuitive. Advanced features such as integration with Zapier, automation, permissions, etc. take more work, but easy to self-learn. Again, intuitive. The thing I like the most about Process St is how responsive they are to feature and support requests. They take the time to understand every suggestion.

Minpunten:

As we are a manufacturing environment, many workers don't have access to workstations/mobile platforms. Checklists are not formatted for printing efficiently.

Cannot live without it

Opmerkingen: Before Process Street, there were files everywhere. Audio files, metadata, images, all floating around on emails, back and forth collaboration with clients was very unwieldy. Process Street helped us organize all that, keep communications about work tasks out of email and organized. Images, audio, copy and communications about all of that are now all together in one place and everyone knows where to find what they're looking for.

Pluspunten:

It is so flexible, works with other apps well. Also super-customizable. Using any 3rd party tool has its limitations but this one has very few in the ways of customizing it to work with our business processes and other tools.

Minpunten:

There is a bit of a learning curve, making it a little time-consuming to train clients on our processes.

Helpful software

Opmerkingen: Good. We enjoy the product and the people

Pluspunten:

It has really allowed us to become a process driving company. Less ambiguity and better consistency of service.

Minpunten:

The user interface could be better. How the information is displayed to the user should be more customization.

Great Workflow Software

Opmerkingen: Using Process St has been a game-changer for our business. We've helped several other firms implement it and they have all had similar results. I highly recommend Process St!

Pluspunten:

The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress. The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed. Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.

Minpunten:

There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.

Process Street

Opmerkingen: Overall Process Street has completely redefined our training process and has allowed me to significantly streamline our process. It has allowed me to eliminate webforms for reporting trainee info, checklists, and quiz/test scores. Unfortunately, I found Process Street after I devoted literal days to coding googlesheets and webforms to track and sort all of the data but better late than never!

Pluspunten:

I manage training at my company and have found it difficult to maintain a consistent and standard process between trainers. Steps in our training may be skipped or lost between hand offs from one trainer to the next. Checklists would be checked off as complete at the end of each week regardless of any missed steps. Process street has allowed me to provide my trainers with a one-site solution which allows them to follow the agenda, present the material, assign quizzes and tests, and have the scores tracked automatically all by following links right in the process template. Everyone who has used this new process has loved it and I've found that I very rarely need to prompt anyone to complete any steps.

Minpunten:

I'm still learning my way around the conditional logic and the use of variables so this could be user error, but I would like to use this system to track the names, information, and documents of my trainees in each class. It's a little cumbersome to do that with the current options. For example, I created a drop down to select the total number of trainees in a class, up to 6. I then created 6 tasks - 1 shows for 1 trainee, 2 for 2, etc. When reporting names, info, and files in an email the generated email includes the variable callouts for each missing trainee instead of being blank.

Fantastic tool for organising and running effective teams

Opmerkingen: Process Street was a major turning point for us as an organisation and it continues to drive value for our members. We are delighted with this product and its versatility and functionality.

Pluspunten:

The product is easily customisable to suit any business operation. In addition there are plenty of free templates that one can use as a starting point. The support team is also very friendly and available.

Minpunten:

Only a few improvements that I would suggest, but they don't detract at all from the overall usefulness of the product.

Quick and Wasy Set Up

Opmerkingen: Overall it was okay. Users were not always diligent about marking their tasks off as complete, so dependent tasks could be problematic. Other than that, straightforward, quick implementation.

Pluspunten:

Easy to create lists and has nice features for customizing processes within each list. Drag and drop functionality is helpful.

Minpunten:

Assigning individual steps to a person then editing that when there is staff turnover is very cumbersome, especially when you have a lot of lists. There should be a transfer tasks feature where you enter a person's name and it pulls up all assigned tasks in templates, then have ability to either transfer all task to another user or deselect some so that just remaining are transferred to a different user automatically.

Good product and getting better

Opmerkingen: They have been great at listening to our requests and have implemented some of them. The product was pretty easy to learn how to configure and not only captures the completion of tasks but also automates parts of the process. It's a great product for minimal cost.

Pluspunten:

I love the concept of checklist software, and of all the ones I reviewed, this one has the most functionality. Additionally, they are adding functionality continually.

Minpunten:

There is still some functionality missing that we would like to see. There is also some limitation on formatting of text within a task.

Task management done right.

Opmerkingen: This software has way more things than the ones I have described.
It is well worth checking and evaluating all the benefits you can get from using it yourself.
Your company will definitively benefit from it, so it is a must for everyone.

Pluspunten:

With process street you can manage tasks, and while at it you can assign them and create documentation related to the processes It is a workflow and process management software that provides a simple and powerful way to manage recurring checklists and procedures in the business. with a simple interface it lets you create structured documents in seconds, with drag and drop functionalities that make it easy for anyone to use. As a user, you can quickly create and assign checklist workflows to your team and track activity from the dashboard and get notified when tasks are done.

Minpunten:

There is nothing not to like. It is a lot of information to start with however, they over deliver (never a bad thing really) information on how to use their system, samples, advice, instructions. So the problem here is there is too much if you are just starting out. It is always best to have one path so users can see the basics and then give access to everything else (just my opinion)

Is great for content creators and for managers that want to give access to the internal procedures.

Opmerkingen: I use Process Street with my husband. We usually use it to save our courses and to give access only to certain people. It's kind of personal Udemy. You can upload videos, documents, images and text. You can also chat online based on the stuff loaded on Process Street.

Pluspunten:

What I like is that you can have online access to your documents, easily organize the items, and watch the video and leave comments. I assume that Process Street is also useful to give access to internal procedures in a company, although I did not use it for this. The application can also be integrates with many other organizational applications to keep track of what you are doing or what changes you make and downloading documents from here.

Minpunten:

I would have liked it if the folders had a picture and a brief description. I mean not to be exactly like the documents from computer, plain.

Fabulous software

Opmerkingen: I have loved it for documenting processes and providing step by step workflows for students to follow.

Pluspunten:

Process.st has allowed me to create learning modules for students in my online program, embedding files and videos where they need them. I was able to create step by step processes that are easy for them to follow. I have also used it to document my internal processes, which simplifies repetitive tasks and onboarding of new employees. I highly recommend it!

Minpunten:

Users need to save their link to return to their work, and I've had to teach people how to do that/where to keep those links.

Excellent for your business

Opmerkingen: We are working with client process tracking.

Pluspunten:

It is possible to create different templates. Also, it has some already prepared templates such as ''employee on-boarding'' and etc. It is possible to invite other users and ''guests'' to work with the template as well. It has some very great integrations.

Minpunten:

The content looks messy. For us, it is difficult to find the prepared templates. The second big thing is the notification e-mails. While it is possible to turn the notifications via e-mail off, we need to keep it to see how everything is going. It would be useful for them to improve the notification section.