Process Street Features

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

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

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!

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.

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.

– 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

I like the interface, it is so easy to use. I have set up the workflow myself in the free trial period, without any help of Process Street client service team. the documentation page offer a lot of solution already.

it took me some time to understand the workflow and run and how to set the name for run and workflow

The ability to have conditional logic among the tasks is wonderful, it allows us to only present the tasks that need to be completed and hide the ones that do not.

So far we haven't found any cons relating to this solution, we are very happy with it so far.

I usually have a browser open with multiple tabs to edit my website, locate multiple google docs, and database. On the other side I have multiple documents open and my finder to send out emails with the same email text I always use. NO MORE! I created an enormous workflow in process street that allows me to access my website through a quicklink, edit google docs and sheets by embeding them in the process,...

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I still need to learn more about the cons of this software. I will update when I know more.

easy to move from page to page, I don't have enough experience with it to give you a comprehensive view.

don't have any comments here, I don't have enough experience with it to give you a comprehensive view.

Updates in a workflow will also be inserted in workflows that run.

Editing and formatting texts for description the tasks

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...

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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...

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- Very intuitive and easy to learn for even the most tech illiterate users - Magical interface that is constantly being refined and enhanced - Responsive interface is BEAUTIFUL on a smart phone or iPad (no need for an app) - Very clever features that rely heavily on APIs and other apps to extend it's benefit and value - Highly responsive service and support that tries to bring solutions - Regularly releasing GREAT new features and enhancements that add more value - There truly is no other product on the market like this - if you're a small business owner, THIS IS YOUR SOLUTION for dealing with Processes, Procedures and Policies!

- It's unfortunate they don't build CRM, email marketing, help desk, VoiP phone system or team chat software .. because we'd buy them all if they were 1/2 as good as Process Street - sorry to drop the ball on a balanced review - but really, these guys are awesome and I cannot think of anything bad to say. Except maybe their logo is very similar to Help Scout's logo (which we also use) so sometimes I get confused between their short cuts on by browser bar. That's the best I can come up with. (really, it's the same blue!)

As I'm always trying to be more efficient, I like the fact that Process Street focuses on helping users with that. First of all, it does so through templates. Sure, you can create one from scratch and save it for future use but why reinventing the wheel if someone else has already done a good portion of the work for you? There seem to be a template for almost anything, which is great because it means...

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I feel that Process Street works well when it comes to streamlining processes and creating to-dos but by itself it may not be the best tool for managing big projects. So, for me, this is the thing I like the least – I'd prefer to use one tool for all things project management, tasks and workflows instead of having to use one tool for some things and one – or several – tool(s) for others.

Process Street has freed up my brain to work *in* my business faster and more efficiently. The result is that I now have more time to work *on* my business.

Since I'm a UI/UX designer, there are a few small things I would change (mostly personal preference). But Process Street is very easy to use and works great!

I love the conditional logic and piping abilities. I love that I am able to train new employees simply by telling them to follow the steps in a process. I love the scheduling feature.

I wish you would do the following: 1. Go back to the blue cards on active workflows. I really do not love the new look or flow. 2. Make it so we can duplicate or drag and drop a task already created in one workflow to another workflow. Sometime you just need a few pieces of the process to create your new process and having to duplicate the entire workflow then delete what you do not need is time...

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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!

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.

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.

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.

For anyone who needs to make sense of complexity, this is an invaluable tool, largely because unlike many web tools it's not bloated! The simple, minimalistic interface is ideally designed for clear thinking and has helped me structure not just my existing processes but also develop new ideas. Lately I've even started to use it to write complex blog posts because it is far more user-friendly and versatile...

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Occasionally crashed in the past when auto-saving - but they seem to have ironed out this and other small glitches. Inability to add certain formats is annoying at times e.g. tables I hope they resist the temptation to add too many new features that would make it bloated like everything else. So far it has been kept refreshingly clean and functional - long may this continue!

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!!

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.

It allows the manager and the assistant to fully see what is in process and who it is waiting on. Nothing is in our heads any longer and best of all, no step is forgotten or overlooked because we are able to create Stops in the process so certain required steps or documents are collected before moving forward. Our compliance and process automation have skyrocketed because of this product.

The cost or lack of ability to easily add a LOT of external users to do one or two clicks in the process. That would be really cool to include that.

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.

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

You are able to write the book for exactly how you'd like your staff to complete things and hold them accountable. The conditional logic allows for just about anything to be built within. Eliminates having to pass paper and send an email for handoffs.

There are really no cons to the program. This seems to be a younger software and they are very forward about making improvements and listening to customer feedback. I'm excited to see the capabilities grow.

Ease of customization, clever automation & the Inbox function. Building a template and then running multiple Checklists (Reports) off that has helped us to deliver a consistent method of tracking not only what needs to be done, but with the easy-to-build content, provides plenty of instruction on how to do it! With each Task in a Checklist also being assignable to a team member or department, it's a great way to ensure clean handoffs and put the job squarely in the hands of the next in line.

Tough to criticize anything about the product!

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!

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!

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.

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

Process Street is easy to use and brings a big advantage to businesses as well as their employees especially if you have remote employees. All I have to do is go to Process Street and my work flow is there waiting for me. I know what tasks are waiting and which are of higher priority. It even shows me what files are already in my inbox and it shows what files will be incoming. I have worked through...

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I would love to have the ability to communicate with other team members prior to completing the tasks but I may not be set up for that yet as I am still relatively new.