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.

An Impressive Experience with Process Street

Opmerkingen: Overall, I have had a great experience with Process Street. It has saved me a lot of time by streamlining my task management process, and I have found the templates and integrations to be incredibly helpful.

Pluspunten:

Process Street is an incredibly user-friendly platform with a wide range of features that make task management a breeze. The templates are especially useful for getting started quickly and easily, and the drag and drop feature makes customization simple. The integration with other tools is also helpful for keeping all of your tasks in one place.

Minpunten:

The pricing structure of Process Street is a bit confusing, and the free version limits the number of tasks you can have. Also, the learning curve can be quite steep, especially if you are unfamiliar with the platform.

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

Fantastic program for creating workflows

Opmerkingen: Making checklists that can be tracked in real time is a breeze. So that I don't have to double-check every aspect of their job by hand, I've asked my team members to check off tasks when they're finished.

Pluspunten:

Thanks to Process Street, we were able to streamline our onboarding, renewal, and other administrative procedures and enhance our internal communications. In a short amount of time, we were able to systematize our entire business operation thanks to this.

Minpunten:

Though there's room for development, the tool's current capabilities meet my needs, especially given how frequently I'm employing them.

IT Company Usage

Opmerkingen: By the end of 2023 we plan on using process street exclusively for day to day process and project/task tracking.

Pluspunten:

We love the conditional logic option and use it on every form.

Minpunten:

We wish that an image could be inserted with text instead of it needing to be added as a separate field.

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.

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.

Rhys Hewitt Process Street Review

Opmerkingen: My overall experience with Process Street is that it has helped me so much throughout my job and helping to develop my skills in so many different areas of the company due to the implementation of Process Street in all areas of the company. It has also made it so I am a lot more useful for the company due to me being one of the ones who learns all about Process Street to help others, and with joining the company at the same time it was being introduced and so I have learnt a lot about it due to being one of the testers for it in the company.

Pluspunten:

I love how easy Process Street was to pick up and learn. Especially how easy conditional logic was made so that even those who aren't very tech literate can learn the basics of and now with the addition of and/or statements it opens up a whole load more possibilities. Process Street has given me a much bigger and more prominent role within the business that I have only been in for a few months, everyone in the company who has used Process Street has said that it has saved them so much time. Also due to it always changing and evolving we will never stop figuring out different ways to build it into our company.

Minpunten:

Being able to schedule Monthly schedules for week days only is a bit of an issue along with numbers starting with 0 don't work with validations on the number questions.

Process Street's capacity for process automation is one of its most notable characteristics.

Opmerkingen: Process Street's capabilities for job administration are another asset. The platform provides users with a central interface where they can delegate tasks, monitor progress, and get alerts when tasks are finished or past due.

Pluspunten:

With the help of the strong platform Process Street, companies can create and manage their processes and procedures completely.

Minpunten:

Users who need to accomplish tasks swiftly and effectively may find this frustrating.

Impressed and Appreciative

Opmerkingen: The customer success team has been fabulous to work with. I am blown away that they continue to offer us more help over time.

Pluspunten:

I love the workflow feature. It has helped my team collaborate with other teams more effectively than using google docs and spreadsheets.

Minpunten:

I was intimidated about matching our strange processes into a new product.

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.

How to do things right

Opmerkingen: Process.st has made a world of difference in the work of everyone in the office at my job. I work in the social services field at an organization that has a fixed income and a fairly high turnover rate for staff. From the fixed income standpoint, Process.st offers a ton of features at no cost to my entire team. This has given me the ability as the office manager to have confidence in my employees and be able to spot check them as I have time. Any organization w/ a fixed income truly needs to make the most of what they have, and Process.st allows us to do that. We serve ~60 people at my location and we need to keep many many many documents up-to-date and maintain consistency in the way we do things. Thanks to Process.st for making it so much simpler! From the staff turnover standpoint, Process.st lets me create processes for others to follow. This is a giant aid in training new staff because I can run some checklists and have them learn while being productive. This has lowered the need for my involvement in training and therefore given me more time to be productive on my own work. Thanks Process.st!

Pluspunten:

Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others. Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful!

Minpunten:

Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen.

Standard Processes Minimize Training Costs

Opmerkingen: It has allowed us to standardize the way things get done, and document processes that are repetitively done with our customers, so we can scale our staff and get people productive a lot faster than traditional hiring and training. We love Process Street!

Pluspunten:

I love that we can create the process steps we need for all of our standard processes. We can create mandatory steps, and we can also see where a process is, and if someone is out, another person can pick it up and complete it. It's brilliant!!

Minpunten:

I would like a way to share processes with other Process.St customers -- so they can have the processes within their Process.St account -- ideally, I would like to share an entire folder of processes with someone - and that would prompt them to set up their own Process.St account, and import the processes to their account. We would like to share these processes with our customers who need guidance on implementing certain things in their business... and it would be a way we could help Process.St grow, while serving our own customers and the growth of their businesses as well.

Process St. Saved my Sanity

Opmerkingen: I love Process St. It has made my overwhelmingly ambitious workload manageable by cutting down on training time for new employees. It also gives me piece of mind knowing that even in the first stages of training, things are being completed correctly. When I do find mistakes I know exactly what I need to update to be more clear or to

Pluspunten:

I love how customizable each task is. I have a different process for every single company that I work with and I was able to implement instructions for each of them. These processes have made it so that I can hire employees that automatically have the ability to execute processes even if they don't understand exactly what is that they are doing. It takes the training time from 6 months to a year down to a couple of weeks. Whenever a new employee has questions, I know that I need to update the instructions!

Minpunten:

One thing that I don't love about this software is that the email feature isn't functional in the way that when you send an email out it is external and cannot track the email conversation within the task. Things like this exist in programs like pipedrive, but pipedrive also has one, generic process that you move from beginning to end - it does not account for all the little steps in between!

Great Product for Organizing Your Business

Opmerkingen: Great! It has made us a better company; more reliable and organized with better customer service.

Pluspunten:

Role assignments, email templates, documenting business processes

Minpunten:

Difficult to keep track of all the checklists and tasks. Overwhelming number of emails from Process Street re: checklists and tasks (I'm sure this can be controlled, but I haven't spent the time to figure it out)

Process Street - Everything is a System!

Opmerkingen: Process street has allowed me to take ideas in my head and get them out so others can test and improve. It's incredibly powerful and useful for the procedural task. I love how easy it is to use and the team at Process.st are always making solid changes. Couldn't do my job well without it where systemizing tasks is a priority and iterations are a mandatory part of a numbers game.

Pluspunten:

Great UI experience, friendly support, and feature-rich. Intuitive, super easy to use, and professional. Extensive tutorials and examples of use. Share your systems and repeat tasks without error. Collaborative workflows and procedure documents created in moments. Ability to schedule is a life-saver. All changes are auto-saved.

Minpunten:

No option for sub-folders. No mobile app yet but I imagine it's on the way. Honestly not much to complain about with this product. Developer is on top of it and very forward-thinking.

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.

Top notch organization tool for big and small teams

Opmerkingen: Creating a simple system to show other teams how to do things is wonderful. Process Street makes it dead simple to upload videos and you get them transcoded right away. The UI makes is awesome for us to use it and consume content quickly.

Pluspunten:

- Easy to use: Very simple interface. Easy to get started adding files and organizing content. - Free (unlimited) video uploads: Not really sure the setup on this, but my free account seems to have video storage+usage for free, for an unlimited number. - Great for courses: The interface is wonderful for creating a database of internal/public courses.

Minpunten:

- Basic uploading options: Drag and drop is fine, but I would've loved to see something more advanced, like automatic upload scheduling. - (Too) simple organization systems: I haven't seen any tagging options. It's mostly just folders and sub-folders. - Weird errors: At times videos wouldn't transcode or some files wouldn't be recognized right away.

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)

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.

Do you need a Workflow Document or a Process Checklist? Try Process.st

Opmerkingen: The Net Presence Team is a virtual team of over ten members on five continents and seven time zones. During any given quarter we have between two to five interns. Everyone working online! How do we maintain consistency in the process and the quality of the services we provide our clients? Workflow documentation of course. Over the years we've tried numerous tools and web based services. They were usually too complicated, more akin to creating an automated process or interactive flow chart than a living document. One of Process.st's strengths is its simplicity. With a simple framework and a limited number of features, you can create detailed workflow or process checklists. Think of the 'C' programming language as a model! Process.st supports embedded media, graphics, video and audio. You can also attach documents for downloading, MS-Word, RTF, PDF or graphic files. You can even insert email forms. Finally, if you prefer, you can transform the entire document into a lead generator by obligating the user to share their contact information before they can download or email themselves a copy. On the other hand, if you are looking, not for documentation that is easy to create, but some form of interactive rule driven automated process, Process.st is not for you. The product is still in its youth (definitely not infancy but not yet mature). We anticipate constant improvements in interface and features as the development team receives more and more feedback from the field. So if you are looking for online documentation either for in-house use or as guides or checklists for your clients - you'll be doing yourself a favor by spending some time evaluating if Process.st meets your needs.

Very helpful checklist / process management app!

Opmerkingen: I've used this app to help set up meeting structures with my team. We have a set checklist of items to talk about on a regular basis, and this app helps us to move through them together, with visual aids and reminders, with checklists, and more, in a way that we choose. I also use it for repeating processes in my own planning, journaling, and decision making. I've taken checklists from personal development speakers and writers, and broken their ideas/suggestions into tasks. With Process.St, i can set them up with reminders, visuals, and videos in ways that help me cruise through these tasks to get the results smoothly and easily.

Pluspunten:

The ability to quickly edit and customize a process is very helpful. The development team has also been very helpful and responsive.

Minpunten:

Not much - it's clean, it just works, and the team seems to be focused on improving. Ah! I know - there's no mobile app yet ;-)

Game Changer

Pluspunten:

I spent a lot of time trying to find a way to quickly and easily document a process, then have the ability to execute it repeatedly AND modify it at any time. Process.St does all of that and does it very, very well. Been using for about a year and absolutely love it.

Minpunten:

Not much to dislike - great interface, functionality. I really can't think of a single complaint and I use it daily.

Couldn't Do what we do without it!

Opmerkingen: Process.st is a part of our core tech stack and is a non-negotiable in our daily business ops.

Pluspunten:

We love the ease of writing processes here and confirming our team is running them. It is also really easy to share them with clients outside of our organization when we share them.

Minpunten:

We do not have cons at this time. We love this product