Process Street Reviews

I love that I can use this tool to build any workflow, for any use case, and for any customer. I have not found a project management tool (and I've thoroughly tested several) that empowers me to build an intuitive custom workflow like Process Street has. I feel like I'm only scratching the surface of what I could accomplish with this tool and the possibilities are exciting!

There are some quirks that I trust will be worked out in time, like more options for organizing conditional logic settings or being able to copy parts of one workflow to another. I think the only thing I would change about Process Street is creating some additional efficiencies to scale workflow building but I can't think of any major features it's missing.

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

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

I like the interface, it is so easy to use. I have set up the workflow myself in the free trial period, without any help of Process Street client service team. the documentation page offer a lot of solution already.

it took me some time to understand the workflow and run and how to set the name for run and workflow

Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done.

– Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls)
– Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot)
– Too little automation customization (ex. Slack connection is very limited)
– The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor)
– Content -> Send Email and Forms -> Long Text lack even simple formatting capability

Process.st has allowed me to create learning modules for students in my online program, embedding files and videos where they need them. I was able to create step by step processes that are easy for them to follow. I have also used it to document my internal processes, which simplifies repetitive tasks and onboarding of new employees. I highly recommend it!

Users need to save their link to return to their work, and I've had to teach people how to do that/where to keep those links.

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 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.

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.

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.

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

easy to move from page to page, I don't have enough experience with it to give you a comprehensive view.

don't have any comments here, I don't have enough experience with it to give you a comprehensive view.

Updates in a workflow will also be inserted in workflows that run.

Editing and formatting texts for description the tasks

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.

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.

I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually responds. They have these awesome informational blogs and podcasts that help you with your business and even webinars which help to make sure you're aware of all of the features that they have. But I must say, the guy I have dealt with the most, our rep is crazy phenomenal! Like I said, I'm not a computer savvy person so I'm very satisfied with the very basic way I'm using Process Street and how it has helped me to organize my information (which the place I'm coming from was a horrible disorganizational mess just to put things into perspective) but this dude really wants me to use Process street to the utmost of it's capabilities. He said I'm using it at only 20% of it's capacity and I'm happy with that. Just imagine if I get to 50% or 80% of it's abilities. Seriously, this guy really cares about how he can help you to use process street better, giving you tailor made tips and information and thereby strengthening your business and helping it to grow. Thank you so much Process street for hiring such a caring, wonderful, supportive and strong team!

My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess is more so about myself than Process Street. But I would say that what I liked the least is the pain, time and effort it took me to figure it out and the ongoing time and effort it will take to use it more to it's fullest potential. But with their support , I know that the time and effort put in is going to more than pay off in the end. I believe the value that Process Street brings way outweighs the time, effort and costs of the product. The support is just amazing and that's such a huge part of their value. Alright, I guess the following isn't the major stregnth of their support, but they have these really super cool accents too! Okay, I'm a raving fan. I don't have anything to say I like least about this software.

- 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!)

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.

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.

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!

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 consuming.
3. I wish the scheduling view was not in the blue card version but in a list where I could see an entire year, and had the ability to search and filter.
4. I would like to understand how the scheduling feature works in relation to 'due after' 'set offsets'. I am not sure but I do think that if you select a due date this is the date the person who is assigned to it gets the email. I've had trouble figuring this out.

Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others.

Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful!

Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen.

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.

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.

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.

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 than MS Word or Wordpress, allowing you to import different media types with a click.
There is something relaxing as well as productive about the way this tool is designed.
You can export processes to delegate a complex series of tasks to someone via email and make it look easy.
It is well-priced for what it offers - a tool that can have a real impact on the way you run and grow your business. Support so far has been excellent.

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 that we can create the process steps we need for all of our standard processes. We can create mandatory steps, and we can also see where a process is, and if someone is out, another person can pick it up and complete it. It's brilliant!!

I would like a way to share processes with other Process.St customers -- so they can have the processes within their Process.St account -- ideally, I would like to share an entire folder of processes with someone - and that would prompt them to set up their own Process.St account, and import the processes to their account.

We would like to share these processes with our customers who need guidance on implementing certain things in their business... and it would be a way we could help Process.St grow, while serving our own customers and the growth of their businesses as well.

It allows the manager and the assistant to fully see what is in process and who it is waiting on. Nothing is in our heads any longer and best of all, no step is forgotten or overlooked because we are able to create Stops in the process so certain required steps or documents are collected before moving forward. Our compliance and process automation have skyrocketed because of this product.

The cost or lack of ability to easily add a LOT of external users to do one or two clicks in the process. That would be really cool to include that.

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.

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.

Ease of customization, clever automation & the Inbox function. Building a template and then running multiple Checklists (Reports) off that has helped us to deliver a consistent method of tracking not only what needs to be done, but with the easy-to-build content, provides plenty of instruction on how to do it! With each Task in a Checklist also being assignable to a team member or department, it's a great way to ensure clean handoffs and put the job squarely in the hands of the next in line.

Tough to criticize anything about the product!