Process Street Reviews

Pros

- 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!

Cons

- 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!)

Pros

As easy to use as a process software can get. Integrates with every software we use via Zapier. Build dynamic and scalable processes. No other software in this price range even compares.

Cons

Need to build a copy and paste feature for pieces of a process, currently you can duplicate the entire process but not just a task or a piece of a task.

Alternatives Considered

Trello and monday.com

Reasons for Choosing Process Street

Todoist is great for one offs, but it couldn't handle large, in-depth, recurring processes.

Switched From

Todoist

Reasons for Switching to Process Street

It is the best for businesses with a lot of recurring processes. Our ability to automate around Process.st is amazing.

Pros

Full range of possible fields.
Drag and drop system for creating checklists.
Integration with Zapier

Cons

Slow to make changes to functionality: If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix.

Conditionality is limited to tasks, not elements within tasks.

Conditionality does not include 'and/or' statements only 'if' statements. You view conditionality as a list of statements, which gets really hard to organise and find items if you have more than 15 statements.

When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all.

The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes.

Pros

It offers an easy-to-use platform with essential features like template libraries, checklists, forms, and integrations. With this software, teams can easily create workflows to manage tasks and keep track of progress.

Cons

Process Street does not offer an intuitive user interface. While the dashboard may be easy to use for experienced users, new users can find the layout confusing and difficult to navigate

Pros

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

Cons

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

Alternatives Considered

Asana and Smartsheet

Reasons for Choosing Process Street

We wanted easier checklist style format which would lead to more accountability

Switched From

Asana

Reasons for Switching to Process Street

The checklist features and overall application fit our need to become more accountable as a company.

Pros

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.

Cons

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

Pros

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.

Cons

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!

Pros

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.

Cons

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.

Pros

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, saving my form emails for my coworkers and i to use that send from my outlook not through process street (so it looks like i spent time writing the email). This process is amazing. My coworkers all think I am a hero for finding it and they quickly embraced it. I would pay for it myself but my boss said it was a go. I tried programs like monday.com and slack but they were more for design management not an enormous task list that lets you know step by step by step what to do next with a link where to go.

Cons

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

Alternatives Considered

Slack and monday.com

Reasons for Switching to Process Street

I tried the others and this one allowed me to build out my workflow and practice it a few times.

Pros

Process street makes it easy to have all steps, processes and procedures in one place. It saves time and make me more efficient.

Cons

No offline version. As nice it is to track processes, using it with the internet on is distracting and doesn't allow for deep planning.

Alternatives Considered

Todoist

Reasons for Switching to Process Street

More organized trackable workflow to manage processes not just tasks.

Pros

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 that you can browse through the template library, pick the appropriate one and customize it to make it your own in a matter of a few seconds.

If there's something you do o na regular basis or on specific days (e.g. every Monday morning), then you're going to love this one. Process Street lets you automate tasks and schedule workflows!

And what you do in Process Street doesn't have to stay there... the platform integrates and can be used in combination with a bunch of other tools thanks to its Zapier integration.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

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.

Cons

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

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

We love the ability to have the entire team on the same page when it comes to major projects. As a tech startup, we have a lot going on at once and a ton of moving pieces - moving quickly! Process Street keeps our teams aligned and processes in check.

Cons

Cost to add each additional user would really be the only note

Pros

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.

Cons

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.

Pros

We have a micro business, so custom software is out of our price range. The software made specifically for our industry doesn't deal with checklists or have the ability to allocate tasks to other members.

I've tried a lot of other software to do what ProcessSt does this it is the first one that everyone in the office likes and USES; one of our staff members is not very good with anything computer related however she loves ProcessSt so that alone makes it a winner.

ProcessStreet has:
- been easy for us to set up as we need it and use straight away.
- made systemising our processes possible in the limited time we have, which has made it possible for us put people who are new to our industry to work in a useful way very quickly
- sped up many of our processes by being able to click links, download forms, and send template emails directly from the task at hand (faster for everyone using it, and easy for new staff to pick up).

Cons

Occasional dropouts. Due to updates I presume. They happen in the middle of the day but as we're in Australia, I suspect these are happening at night with the majority of their customers in mind.

Pros

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.

Cons

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.

Pros

I love 1) Conditional logic, 2) Dynamic Due Dates, 3) The ability to assign tasks 4) I love that tasks can have videos, links, text, whatever I need to customize it.

Cons

1) I wish I could print out to-do lists for the day. 2) Trying to find archived lists can be a little difficult in my opinion 3) I kinda wish I would move or color code the blue tiles so that I can see more high priority tasks first.

Pros

Allowed us to go paperless in our case management
Streamline processes, increases accountability, drastically limits back and forth on email or other platforms
Not one size fits all- you can adjust and make it exactly what you want and need for your organization

Cons

App still needs some work, but its brand new and will get there
I would like more functionality with tasks
Auto assign function doesn't work the way we need it too.

Pros

My 'most like' is definitely the Customer Support and ease of use.

Cons

Some integrations are limited, however Customer Support listens to needs and new feature/integrations are always happening.

Pros

I like the clean features and how easy it is to use. It has not complications and helps me get things done. It truly has been a lifesaver since it helps me streamline my processes, saving me time during the process.

Cons

At some point, it gets a bit complicated to get things going. But that is perhaps because you just want things to run smoothly fast. I'd say the time spent is well worth it.