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

My team is spread out over different departments and cities and this has helped us stay on task and on the same page with way less useless communication

Cons

There is a HUGE leap between the free account and the paid account but you cannot sample the paid features on your free trial account so makes it hard to determine if it's going to work for the team.

Alternatives Considered

Asana

Reasons for Switching to Process Street

Admin capability

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

We love the conditional logic option and use it on every form.

Cons

We wish that an image could be inserted with text instead of it needing to be added as a separate field.

Alternatives Considered

IT Glue

Reasons for Choosing Process Street

Integrates into more systems seamlessly and has more functionality.

Switched From

IT Glue

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

We are a small business operating in the field of sustainable consultancy.We started using Process Street in 2018.On the one hand the software is very powerful, on the other hand it is highly complex and very difficult to get used to it and to unlock all it's potential.While working with it, we became more comfortable and integrated it more in more in our companies processes, and even in the processes with clients.But this was a big fault.Firstly it is very difficult to remember all the many options of how it works if you do not work with it at least on a weekly basis.So if you are a small or mid size company like us that can not assign an employee specifically for this software - hands off from process street.

Cons

But the main reason why we decided to walk away from it, or better walk away from the company Process Street, was their product policy or better said customer exploitation policy thats work as follows:1. Start as a small company and refine your product from the feedback of your customers / beta testers.2. Grow, launch more services and make your customers become dependent on your software3. Once your customer base is big enough and your revenues fly, rise the prices abruptly and exorbitantly.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Alternatives Considered

Todoist and Trello

Pros

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.

Cons

Tough to criticize anything about the product!

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...