Process Street Reviews

- 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!)

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.

The ability to create internal and external training guides/procedure docs.

The inability to use a template as a starting point, while being able to edit unique check lists for each client as needed (any changes made, edit the template itself).

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.

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 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!

It is very clear and easy to use as well as to build processes. The versatility of the tools seems limitless. Integration with other software is great. I specifically like what you can do with teh Run Links.

I would love it if there was field validation for things such as phone numbers zip codes etc. It does exist for emails so they are on the right track.

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.

Hi Process Street, I just wanted to let you know that [SENSITIVE CONTENT HIDDEN] went above and beyond for our Process Street project. She exceeded all expectations in thoughtfully working through and creating a checklist that I am thrilled to be implementing with my team as of this week. Our process is filled with complex, dynamic scenarios and logic that we struggle to keep on top of, and I am completely confident that because of [SENSITIVE CONTENT HIDDEN] hard work we are going to be miles ahead of our competition for years to come. She was professional, took the challenge seriously, and because of her you now have a loyal customer with an exciting growing business. Thank you!!

I haven't run into anything that has disappointed me thus yet. They've accomplished every ask.

I love checklists, and if you do as well, than you’ll love a Process St.

I wish there was a way to move the tiles of the checklists around on the Home screen as well as be able to color code the tiles.

Powerful. Easy to use. Integrates with all other Apps.

None. There isn't any downside. Nothing.

The ease of use and customization features. Almost overwhelming.

How difficult it was to get employees to engage with it.

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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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 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.

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.

Role assignments, email templates, documenting business processes

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)

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.

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.

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

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.

- 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.

- 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.

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.

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

Versatile. Customizable. Powerful integration with other apps through Zapier. Excellent tutorials and instructions. Outstanding blog posts with broad range of business advice and perspective. Very, very impressed with this product and the way it has developed over the last couple of years. We use it every day and continue to see ways that it can help improve our company. Highly recommended.

I don't have any critical feedback, really. Offering more flexibility with rich text formatting on outgoing emails, and the ability for emails to contain GSuite email signatures of the sender by default would be a nice-to-have, but this is a really minor item.

It's intuitive and likely the best support team I've ever seen. Very knowledgeable, kind, patience, and extremely helpful. The software is designed to self-serving with templates, tutorials, and much more. The automation and conditional logic features are amazing and helps to stay organized!

Not being able to insert a table into the text; version control to see exactly what changes were made...

Organized, easy to use and a great way to communicate with your team and keep everyone and everything on track!

If ever the free version becomes unavailable, this would be a con as it is a large expense.

Process Street application is the best tool that is available so far in the market. We can store our project information like documents just at one place and share them with the team members. It is the most versatile tool having the bunch of smart features that will assist you in project management. Easy set up and integration with your other document editing tool.

There still need to develop a mobile application of Process Street as in Today's world mobile phones are becoming also the part of businesses.

Its very easy to learn. Great interface . Process Street is updating constantly and are good at listening to user feed back.

Nothing really to put here other then the fact that the billing and user configuration area really needs improving so that Admin has better controls over who should be Professional account holders.