In this post, we have shared Process Street Review that includes all detailed insights into Process Street.
Are you looking for an easy-to-use platform to document and manage your crucial business processes?
Look no further than Process Street. Process Street: Full Review
Process Street is a cloud-based, no-code business process management (BPM) platform that allows you to create, update, automate, and manage processes from any location and on any device. Check out this review to see why Process Street was voted the #1 best business process management software by GetApp and others.
Process Street Review: In A NutShell What does Process Street do?
To get an overview of what Process Street is, take a quick look at this:
Organizational processes are like bones. Without them, mistakes get made, time gets wasted, costs escalate and your organization struggles to develop, grow, and survive.
You need strong, dependable, and supportive structures in place to keep you and your team moving in the right direction, working on the right tasks, and achieving the right goals.
But, managing all your organizational processes can be tricky. Keeping track of what needs to happen, when it needs to happen, and who needs to make it happen can often be time-consuming and stressful.
That’s why you need a BPM tool like Process Street.
Process Street’s biggest benefits
There are tons of benefits that Process Street can offer when it comes to managing your recurring tasks and workflows.
Here are some of them:
Start right now: Simplicity and ease of use have to be one of Process Street’s biggest benefits. As soon as you sign up you can start building out your workflows. No coding is needed, minimal training is required, and you’ll receive ongoing support and guidance throughout your onboarding journey to help you get started. If you do get stuck though, you have access to a huge range of help articles, videos, and webinars, or you can talk to the customer support team who are incredibly supportive.
Access processes easily: Because every templated process you create will be securely stored in the cloud, you and your team can access them from anywhere, at any time, and on any device.
Encourage team collaboration: You can share processes, assign tasks to team members, set due dates, and track progress via the checklist dashboard. This allows you and your team to collaborate on workflows easily and keep on top of tasks effortlessly.
Reduce errors & save time: Instead of manually transferring information from your Process Street templates to other platforms (like your CRM for example), you can link the two together using Zapier, webhooks, or API integration so the data is passed between the two platforms automatically. It’s easy to set up and it will save you so much time, not to mention reduce the number of mistakes that are made.
Build processes quicker: Sometimes it can be difficult to know where to start when creating a process for the first time. Not with Process Street! They have a massive template library with over a thousand pre-made templates, built by industry experts for industry experts.
Access the library, search for the template you need, and add it to your account for free. Then, use Process Street’s super-powered features to make the template work for you and what you need. This not only allows you to take inspiration from the industry experts, but it also allows you to build-out bespoke processes that fit your business needs, specifically.
Stay in control: One feature I find incredibly useful is approvals. When an important task needs to be signed off, or a document needs feedback, or a key decision needs to be made – you need to know about it. So, add an approval task to your workflow and you’ll receive an email notification when something needs your attention. Then, all you need to do is jump into the checklist and approve, reject, or provide feedback.
This is how the approval feature works.
First, add an approval task to your template:
Next, select the task you need approval for:
Assign the task to the person you need approval from:
When you run the template as a checklist and you reach the approval task, the person you assigned the approval task to will be notified by email. Then, when they access the checklist they’ll be able to approve or reject the task, like this:
Ensure tasks are completed: If your team has a habit of skipping tasks or not completing them in the order they’re supposed to, you can add stop tasks to your workflows. Stop tasks will stop the employee from moving forwards in the process until the task has been fully completed.
Make processes easy to follow: Creating a process that’s flexible enough to meet the needs of multiple people, teams, or departments can be challenging. It’s probably easier to create several different processes, right? Not with Process Street’s conditional logic feature! Clever if/then logic means you can create one, flexible process that automatically adapts to meet the needs of the person following it.
This is how conditional logic works.
First, click the ‘’conditional logic” button in the top right:
Then, select the content that you don’t want to automatically change to meet the needs of the person following it:
Next, add your if/then rules. If you look at the example below, I’ve added a dropdown field to one of my tasks and named it “Choose an answer”. The options in my dropdown field were either “Yes” or “No”. So, using if/then logic, you can see that if “Yes” is selected from the dropdown, ‘Task 2’ will show. You can keep adding rules like this to change what the person running the checklist sees, depending on what they’ve chosen.
How to get started with Process Street
Like I said earlier, thanks to its no-code platform and simple interface, as soon as you sign up to Process Street, you can get going.
Watch this demo video to get an overview of how Process Street works and how you can use it to manage your recurring tasks and workflows.
Process Street’s key features
- Form builder
- Approval tasks
- Conditional logic
- Embed widget
- Role assignments
- Task permissions
- Dynamic due dates
- Stop tasks
- Template library
Why should you choose Process Street?
You’ll love Process Street’s simple interface, which helps you to easily produce a variety of reports. Drag-and-drop and handy keyboard shortcuts make navigating the app a breeze. You can also create and assign checklist workflows to your team, keep track of assignments, and get updates when they’re done. Forms can be used to gather hierarchical data in the checklists in Process Street.
You have the option of manually entering data or having it sent to and from the applications you use to edit and submit these checklists. The platform’s Zapier integration allows it to connect to over 500 applications on the market, allowing you to plan and delegate workflows instantly, as well as upgrade your other apps when events occur.
You can watch the status of several checklists at once, giving you a quick rundown of what’s going on with your business. By monitoring progress on checklists and having discussions about projects, you can quickly see what’s going on through the squad. Controlling who can edit, read, and perform your checklists is also an alternative.
Process Street’s key features
1. Quickly creates procedure documents
Process Street’s easy-to-use interface lets you create structured documents quickly and correctly. It has many Intuitive keyboard shortcuts like drag and drop which makes it simple, functional and easy to use.
2. Collaborate workflow feature for processes
With Process Street, you can quickly and conveniently create and assign checklist for delegation of authority and tasks of the workflows to your team. As an added benefit, you can also track all progress from the dashboard and also get alerted as and when the tasks are completed by the team. This also allows you to know who completed what task and when with the activity feed and audit tail feature.
3. Conditional logic
If you think having a progress checking checklist was a bonus, think again! Another superior feature of conditional logic assists you in creating truly unique and dynamic checklists that can include if/then logic that easily caters to your teams varying needs.
4. Ease of approvals
With Process Street, you can restructure any activity that needs approval by another person. Not only that, you are also equipped to cfreat these approvals for a single case, or multiple approvals for constant authorization and sequential approvals for pattern and workflow.
5. Integration possible with over 1000+ apps
With Process Street, you can use the Zapier integration to connect to over 1000+ apps to automate tasks and quickly access the tasks and progress anywhere. Workflows are automatically scheduled and assigned. When anything happens in Process Street, it will update your other applications.
6. Forms for structured data
With Process Street, you can gather organised data in your checklists and stay on top of all the information or sources. You have the option of manually entering data or also getting it sent to and from every app.
7. Add content and media
With Process Street, it is possible to communicate your vision and concepts to your team members with the help of adding visual and audio aids, this makes it more interactive and imaginative for the team to understand.
8. Workflow scheduling
Process Street allows you to make a weekly, monthly, daily or even yearly workflow schedule that you can use to automate your tasks and add scheduled checklists and other automations.
9. Connect safely with your team
You can manage various organizations, groups and teams with Process Street and control which member can change documents, access certain tasks and alter checklists. This also helps in managing the permissions of multiple users at once easy with groups.
10. Fully responsive
Process Street works smoothly and accurately on both, desktop and mobile. It is a one stop shop for all your business needs from a form for data collection to checklist for approval tasks to conditional logic for specialization in delegation to easy role assignments and quick permission and much more.
Reasons for choosing Process Street over alternatives
Process Street is the easiest way to make and track checklists, so people chose it at their company.
With Process Street, you can set up your processes once and forget about them. The platform monitors every step and reminds you when someone has fallen behind or otherwise deviated from the plan.
The team is solidly reliable and meets their deadlines with ease. “Honestly, I can’t stress enough how proficient this team works. I’ll have a project due at midnight, and they’ll get it to me by 11,” Said a client.
Integrations available :
Process Street helps you in quick and easy way to automate repetitive tasks. Plug in an integration – that’s all there is to it. Find out what Process Street can do for you.
Going through the Process Street flow and checklist help you perform your daily duties efficiently and builds up habits that you can easily replicate in the workplace.
With numerous integrations, you can automate actions and save hours of tedious work.
They keep the documentation process fun and easy by adopting a light-hearted tone and giving you funny cat videos while you do it.
User Satisfaction :
They conduct surveys and focus groups on humans in their natural habitat. They want to know how they feel about Business Process Management Software to observe them in their environment.
At Process Street, they aim to improve internal processes with the help of information technology. To do that, they collect and analyze reviews and comments from their users.
To determine if a customer has been satisfied with your level of service, our algorithms analyze all of these sources so that you don’t have to.
They know your time is valuable, so why would you spend all day reading reviews when they’ve done it for you? They have already read each and every review from the top 10 subreddits for people who are into e-commerce to Amazon customer reviews.
Process Street Pros & Cons
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FAQs On Process Street Review, Features & Pricing
👉What is Process Street?
Process Street is the home for your team’s process documents and the best place to track your business’ activity. Use the drag-and-drop editor to create a template. Then, run individual instances of that template every time you need to complete a particular process. Assign checklists to your team, add comments, set deadlines, and track their progress from the checklist dashboard. Process Street is the one-stop-shop for managing all your recurring processes
👉How long has Process Street been around?
Process Street started in 2013. It’s an Accel-backed SaaS startup with over 50 team members. It’s also a graduate of AngelPad (#1 accelerator in 2015) an NYC/Silicon Valley-based incubator and in February 2020 it raised a $12M Series A from Accel, Atlassian, Salesforce Ventures, and other amazing investors.
👉Where is Process Street based?
Process Street is based in San Francisco, California, but it’s a fully distributed company, which means they’ve been able to hire the best talent from all over the world.
👉Does Process Street have a referral partner program?
Yes! You can sign up to become a referral partner and earn a 20% commission on each account you send them for the first 12 months.
👉How much does Process Street cost?
Prices start from $12.50/month with a free trial available (No Credit Card required).
👉What type of support does Process Street offer?
Process Street offers the following types of support: Live chat Phone support FAQ’s Help site Video tutorials Webinars Blog
Conclusion: Process Street Reviews 2021 Is Process ST Safe?
To wrap this up, I think we need some words from the CEO of Process Street, Vinay Patankar:
“There’s a world of automation tech out there waiting for you, but you can’t dive in until you’ve written out that first process. So, what are you waiting for? Supercharge your processes today and reap the rewards
There’s no question in my mind as to why GetApp and others have voted Process Street as the number #1 BPM software.
It’s by far the best way to manage your recurring workflows and the easiest way to future-proof the success of your business.
Amanda is a content writer for Process Street. Based in the UK, she works remotely and is passionate about processes. Her main mission in life is to write content that makes business processes fun, interesting, and easy to understand. Her background is in marketing and project management, so she has a wealth of experience to draw from, which adds a touch of reality and a whole heap of depth to the content she writes.