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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 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
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.
How does Process Street work?
With Process Street you can build a templated process for anything. From writing content and managing sales to auditing quality management systems and creating standard operating procedures.
Simply create a template (or use a free pre-made one) and add your set of process steps to it as tasks. Next, build-out your workflow using the built-in editor. Drag-and-drop form fields into each task so you can communicate key details to your team and capture and store key information.
Then, each time you or one of your team needs to complete that process, you can run an individual checklist from that template and work through the set of tasks. Once you’ve built your processes, you can share them with your team and track the progress they’re making via the dashboard. You can create folders and store your processes safely in the cloud so they can be accessed from any location, on any device, at any time. And you can connect your Process Street processes to over 2,000 apps via Zapier, webhooks, or API integration to automate all your manual, time-consuming, and error-prone tasks.
Your team knows what they’re doing, you know that tasks are being completed correctly, and everyone is working efficiently, accurately, and effortlessly.
Sound simple? That’s because it is.
But is it for you?
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 Proces 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
Process Street Pros & Cons
Process Street Testimonials
I’m a huge fan of Process Street, but don’t just take my word for it. Take a look at what other Process Street customers have to say…
“A must-have! Probably my favorite thing about Process Street is the ease of use. It’s extremely user-friendly and intuitive for someone new to the platform. It doesn’t take any time to understand the platform and quickly start building content. I also really enjoy how it’s essentially a checklist with directions all-in-one! You can easily add additional text for detailed instructions, and pictures to help clarify, etc… Another plus for Process Street is […the] extensive amount of pre-built templates that you can easily edit to customize specifically for your organization.”
“Invaluable resource for problem-solving and business process improvement. Process Street has countless useful templates that you can easily deploy, or you can create a huge range of custom ones yourself. Then you can run the templates as checklists, working through each specific step with rich options for recording details, setting up an approval process, and so much more.”
“Good for teams. With Process Street, you can build steps and include instructions. This is very helpful for us as we have a lot of auditors […] now, instead of passing around paper checklists we can electronically hand things over to others. It’s a lot easier to work as a team with some working at home. And with instructions attached, if one person is out, others can take over their duties.”
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FAQs On Process Street Review
👉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 Review 2021
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.