About Process Street











Process Street pricing
Process Street has a free version and offers a free trial. Process Street paid version starts at US$30.00/month.
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Process Street Reviews
Feature rating

- Industry: Management Consulting
- Company size: Self Employed
- Used Weekly for 1-5 months
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Review Source
Process.st is Gaining Traction in a Saturated Industry
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!
Pros
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.
Cons
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.

- Industry: Hospital & Health Care
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Efficiency in performing routine tasks
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.
Pros
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.
Cons
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.
- Industry: Real Estate
- Company size: 5,001–10,000 Employees
- Used Daily for 6-12 months
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Review Source
Transition Management - Colliers Lease Administration
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.
Pros
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.
Cons
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.

- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Good for simple checklists; Bad for complex processes
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Process st you rock!
Everything's made easier with Process st., and we're loving it.
Pros
Every tasks were smoothly done by each team. And it made everything easier like delegating a task even though we don't have any training department we could still hire more staffs without worrying the training.
Cons
At first, when the conditional logic was updated, I was like, I don't like the update but then as we update our checklists I find it more appropriate. I mean you can hide it on the main checklist then just show it to the specific checklist you want.