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

Process Street has been an invaluable tool for my team. It makes process management and collaboration incredibly simple and intuitive. Its user-friendly interface allows us to quickly create and customize repeating tasks and checklists that can be easily shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. It's been a great way for us to stay organized and on top of our workflows.

Cons

The only issue I have with Process Street is that it can be a bit slow when it comes to loading. Other than that, the program runs smoothly and efficiently.

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

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

Reasons for Choosing Process Street

Switched From

Reasons for Switching to Process Street

Pros

I like the relative ease of how to use it and being able to copy/create standard flows really quickly. It makes it very easy to have others in the organization have tasks to do, but, not need a license

Cons

It is missing some automation pieces that could really bring it to the next level and save even more time in certain tasks. It is also a bit more difficult to see an overall picture of multiple tasks that are going on at the same time

Alternatives Considered

Reasons for Switching to Process Street

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

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

Reasons for Choosing Process Street

Switched From

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

Reasons for Switching to Process Street

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

Reasons for Switching to Process Street

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 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 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.

Cons

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.

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

Reasons for Switching to Process Street

Pros

Aside from the amazing customer service, I like the ease of use and being able to jump right in and build something. It's easy enough to know where to find something and how to make changes. I'm not afraid of complex software, but Process Street helps me to work smarter not harder.

Cons

Would like to more easily assign tasks to one person per workflow (that's been run) vs having to set up a new workflow to run or assign task by task. Would be neat to be able to select the tasks and assign in bulk within a workflow. Would also like to be able to customize a workflow once it's run vs having to do it all in the 'template'.

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

It has really allowed us to become a process driving company. Less ambiguity and better consistency of service.

Cons

The user interface could be better. How the information is displayed to the user should be more customization.

Pros

The ability to manage my daily tasks and see everything I need to get done in one place, with the ability to prioritize items.

Cons

Setting up workflows can be challenging if you are not a tech-savvy person, especially using the conditional logic.

Pros

Every tasks were smoothly done by each team. And it made everything easier like delegating a task even though we don't have any training department we could still hire more staffs without worrying the training.

Cons

At first, when the conditional logic was updated, I was like, I don't like the update but then as we update our checklists I find it more appropriate. I mean you can hide it on the main checklist then just show it to the specific checklist you want.

Pros

Easy to create lists and has nice features for customizing processes within each list. Drag and drop functionality is helpful.

Cons

Assigning individual steps to a person then editing that when there is staff turnover is very cumbersome, especially when you have a lot of lists. There should be a transfer tasks feature where you enter a person's name and it pulls up all assigned tasks in templates, then have ability to either transfer all task to another user or deselect some so that just remaining are transferred to a different user automatically.

Pros

The team was amazing - they helped us with creating templates that made it so that our team could plug and play the workflows.

Cons

Learning the integrations takes time - it required some training

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

With process street you can manage tasks, and while at it you can assign them and create documentation related to the processes
It is a workflow and process management software that provides a simple and powerful way to manage recurring checklists and procedures in the business.
with a simple interface it lets you create structured documents in seconds, with drag and drop functionalities that make it easy for anyone to use.
As a user, you can quickly create and assign checklist workflows to your team and track activity from the dashboard and get notified when tasks are done.

Cons

There is nothing not to like.
It is a lot of information to start with however, they over deliver (never a bad thing really) information on how to use their system, samples, advice, instructions. So the problem here is there is too much if you are just starting out.
It is always best to have one path so users can see the basics and then give access to everything else (just my opinion)

Pros

What I like is that you can have online access to your documents, easily organize the items, and watch the video and leave comments. I assume that Process Street is also useful to give access to internal procedures in a company, although I did not use it for this. The application can also be integrates with many other organizational applications to keep track of what you are doing or what changes you make and downloading documents from here.

Cons

I would have liked it if the folders had a picture and a brief description. I mean not to be exactly like the documents from computer, plain.

Pros

Process street , template and checklist features

Cons

I have not seen a noticeable weakness in the service