Process Street Reviews

- 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!)

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.

Full range of possible fields.
Drag and drop system for creating checklists.
Integration with Zapier

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.

The features are designed to manage your workflow and processes and its obvious the software developers strive to provide a quality product for the end users.

Some of the advanced features are a bit confusing and takes some extra work to understand.

Hi Process Street,

I just wanted to let you know that [SENSITIVE CONTENT HIDDEN] went above and beyond for our Process Street project. She exceeded all expectations in thoughtfully working through and creating a checklist that I am thrilled to be implementing with my team as of this week. Our process is filled with complex, dynamic scenarios and logic that we struggle to keep on top of, and I am completely confident that because of [SENSITIVE CONTENT HIDDEN] hard work we are going to be miles ahead of our competition for years to come. She was professional, took the challenge seriously, and because of her you now have a loyal customer with an exciting growing business.

Thank you!!

I haven't run into anything that has disappointed me thus yet. They've accomplished every ask.

I love checklists, and if you do as well, than you’ll love a Process St.

I wish there was a way to move the tiles of the checklists around on the Home screen as well as be able to color code the tiles.

Powerful. Easy to use. Integrates with all other Apps.

None. There isn't any downside. Nothing.

The ease of use and customization features. Almost overwhelming.

How difficult it was to get employees to engage with it.

Really easy to use, and keeps project timelines/tasks on the same page with my customers

I wish there was a way to organize my checklist in a global view instead of just seeing a list. I'd love to put projects in stages that reflect where someone is in the timeline, and see all checklists at once in these categories

Automation, Ease of use and interface design was easy to navigate.

I thought the conditional logic section could be made a little easier to work with.It auto hides some things which sometimes I didn't want hidden and it took a while to diagnose.batch deletion of completed runs would be great.Client facing exportable forms with actions to add photos would be useful..

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.

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 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.

It is so flexible, works with other apps well. Also super-customizable. Using any 3rd party tool has its limitations but this one has very few in the ways of customizing it to work with our business processes and other tools.

There is a bit of a learning curve, making it a little time-consuming to train clients on our processes.

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

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

I manage training at my company and have found it difficult to maintain a consistent and standard process between trainers. Steps in our training may be skipped or lost between hand offs from one trainer to the next. Checklists would be checked off as complete at the end of each week regardless of any missed steps.

Process street has allowed me to provide my trainers with a one-site solution which allows them to follow the agenda, present the material, assign quizzes and tests, and have the scores tracked automatically all by following links right in the process template.

Everyone who has used this new process has loved it and I've found that I very rarely need to prompt anyone to complete any steps.

I'm still learning my way around the conditional logic and the use of variables so this could be user error, but I would like to use this system to track the names, information, and documents of my trainees in each class. It's a little cumbersome to do that with the current options.

For example, I created a drop down to select the total number of trainees in a class, up to 6. I then created 6 tasks - 1 shows for 1 trainee, 2 for 2, etc. When reporting names, info, and files in an email the generated email includes the variable callouts for each missing trainee instead of being blank.

The product is easily customisable to suit any business operation. In addition there are plenty of free templates that one can use as a starting point. The support team is also very friendly and available.

Only a few improvements that I would suggest, but they don't detract at all from the overall usefulness of the product.

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.

Cost to add each additional user would really be the only note

The ability to quickly edit and customize a process is very helpful. The development team has also been very helpful and responsive.

Not much - it's clean, it just works, and the team seems to be focused on improving.
Ah! I know - there's no mobile app yet ;-)

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.

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)

Organized, easy to use and a great way to communicate with your team and keep everyone and everything on track!

If ever the free version becomes unavailable, this would be a con as it is a large expense.

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!

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

Its very easy to learn.
Great interface .
Process Street is updating constantly and are good at listening to user feed back.

Nothing really to put here other then the fact that the billing and user configuration area really needs improving so that Admin has better controls over who should be Professional account holders.

Ease of use
Integration with your tools via zapier
Drag & drop editor
Variables!

Not having an app yet to manage in a mobile way

My 'most like' is definitely the Customer Support and ease of use.

Some integrations are limited, however Customer Support listens to needs and new feature/integrations are always happening.