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

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.

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

Thanks to Process Street, we were able to streamline our onboarding, renewal, and other administrative procedures and enhance our internal communications. In a short amount of time, we were able to systematize our entire business operation thanks to this.

Cons

Though there's room for development, the tool's current capabilities meet my needs, especially given how frequently I'm employing them.

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

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!

Cons

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.

Pros

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!!

Cons

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.

Pros

I love how customizable each task is. I have a different process for every single company that I work with and I was able to implement instructions for each of them. These processes have made it so that I can hire employees that automatically have the ability to execute processes even if they don't understand exactly what is that they are doing. It takes the training time from 6 months to a year down to a couple of weeks. Whenever a new employee has questions, I know that I need to update the instructions!

Cons

One thing that I don't love about this software is that the email feature isn't functional in the way that when you send an email out it is external and cannot track the email conversation within the task. Things like this exist in programs like pipedrive, but pipedrive also has one, generic process that you move from beginning to end - it does not account for all the little steps in between!

Pros

Process Street is easy to use and brings a big advantage to businesses as well as their employees especially if you have remote employees. All I have to do is go to Process Street and my work flow is there waiting for me. I know what tasks are waiting and which are of higher priority. It even shows me what files are already in my inbox and it shows what files will be incoming. I have worked through other companies similar to Process Street but overall I like Process Street the best. I like the way it automatically saves my work for me so I never have to worry if something, per say, such as the electricity flickers, etc., my work is still there. Yes, this has happened and I was in a panic and yes, my work was still there. The advantage of the part of their system that I work in is that the information I input is readily available to other team members without having to go to documents and search through to find a clients file and pull it up which can take time. Everything is right there. Simple and easy and right at your fingertips.

Cons

I would love to have the ability to communicate with other team members prior to completing the tasks but I may not be set up for that yet as I am still relatively new.

Pros

Great UI experience, friendly support, and feature-rich. Intuitive, super easy to use, and professional. Extensive tutorials and examples of use. Share your systems and repeat tasks without error. Collaborative workflows and procedure documents created in moments. Ability to schedule is a life-saver. All changes are auto-saved.

Cons

No option for sub-folders. No mobile app yet but I imagine it's on the way. Honestly not much to complain about with this product. Developer is on top of it and very forward-thinking.

Pros

When people mentioned Process.St when it first came out, I thought it was some kind of checklist tool like Wunderlist. When I got into a trial, I realized it wasn't. It was so much more! Not only can you create checklists, but you can assign different people to tasks within the checklist, collect information from clients, create deadlines based on other info or deadlines, and more!

Cons

My only complaints:
Process.St recently changed the plan names and my plan didn't get the new updates.
It can get a little pricey as your team grows and free guest accounts have little capability.

Pros

I love that I'm able to easily see what I need to do now or have done in the past with every client I'm working with. I'm able to clearly write out everything that needs to be done for every process we have in my department so that those processes are completed every time, on time.

Cons

I wish you could add in special tasks to individual processes. These are tasks that rarely come up or have a specific one time task for one client that would be nice to add into a to do list without editing it for future flows.

Pros

- Easy to use: Very simple interface. Easy to get started adding files and organizing content.

- Free (unlimited) video uploads: Not really sure the setup on this, but my free account seems to have video storage+usage for free, for an unlimited number.

- Great for courses: The interface is wonderful for creating a database of internal/public courses.

Cons

- Basic uploading options: Drag and drop is fine, but I would've loved to see something more advanced, like automatic upload scheduling.

- (Too) simple organization systems: I haven't seen any tagging options. It's mostly just folders and sub-folders.

- Weird errors: At times videos wouldn't transcode or some files wouldn't be recognized right away.

Pros

Customer service is unrivaled even with a huge time zone difference. Always friendly and always willing to provide above and beyond support.

Cons

A bit pricey compared to other alternatives.

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

I like the process street allows me to easily track requests that come in from my customers and respond to the customer to let them know the task has been completed. The ability to send an email to the customer directly from Process Street is a huge benefit. I also like the ability to use Process Street to submit bugs to my own tech team and track their progress through review and completion.

Cons

The thing that I think has the most room for improvement are the slack notifications. They are very helpful in quickly letting me know something needs to be addressed, but I am often unable to complete the action within slack. It isn't easy to navigate to the web browser from slack, so I need to go access either the email notification or manually go to the Process Street site.

Pros

Versatile. Customizable. Powerful integration with other apps through Zapier. Excellent tutorials and instructions. Outstanding blog posts with broad range of business advice and perspective. Very, very impressed with this product and the way it has developed over the last couple of years. We use it every day and continue to see ways that it can help improve our company. Highly recommended.

Cons

I don't have any critical feedback, really. Offering more flexibility with rich text formatting on outgoing emails, and the ability for emails to contain GSuite email signatures of the sender by default would be a nice-to-have, but this is a really minor item.

Pros

It's intuitive and likely the best support team I've ever seen. Very knowledgeable, kind, patience, and extremely helpful. The software is designed to self-serving with templates, tutorials, and much more. The automation and conditional logic features are amazing and helps to stay organized!

Cons

Not being able to insert a table into the text; version control to see exactly what changes were made...