Process Street Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

Process Street centralizes all of the pertinent information and provides a bird's-eye perspective of all of an organization's processes in one convenient location. It's a system that can be used by everyone in the company with little to no instruction.

Nachteile

However though Process st is constantly updating and adding new features, it still heavily relies on external applications and connections to accomplish specific tasks. What I enjoy most about process work is diminished by this.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

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

Nachteile

A bit pricey compared to other alternatives.

Vorteile

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.

Nachteile

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.

Vorteile

I like the most on documents generation I can create a work flow and share to my colleagues and also the private library where I can store my personal workflow process.My overall experience using process street was amazing.

Nachteile

I think the navigator like insert file, link, add photo. I can't paste the screenshot of documents like picture I just have to add it from the save photo in my device. I would suggest this feature add a screenshot image.

Vorteile

The most impactful feature is the way I can easily track and manage my processes through Process Street.

Nachteile

Non so far. I am liking everything about process street features.

Vorteile

It is easy to use and navigate. User friendly.

Nachteile

I can't think of anything since it works fine for me.

Vorteile

Very easy to use. I use it daily for workflow management.

Nachteile

Nothing as of now. Process street has helped me on my projects to follow the details very accurately

Vorteile

Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street. To be able to combine our internal SOPs with an assignable task and track progress on each step is extremely useful. Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task. Process Street brings all those elements together into one package and makes it easy for us to ensure staff are following SOPs as they complete tasks, and doing things the right way every time.

Nachteile

Building new tasks is easy and intuitive; some functionality could be improved such as not having dropped-in images always load at the bottom of the edit view (which can be tedious if you are trying to edit a task with a lot of screenshots, and you have to drag it back up the chain) but overall it's a very user friendly way to build a visual SOP for each task we have in our agency.

In Betracht gezogene Alternativen

Jira und JIRA Service Management

Gründe für den Wechsel zu Process Street

We still use JIRA for broad project assignments, but added Process Street into our workflow to complement JIRA. Process Street seems better suited for us to track detailed tasks and provide updated SOPs to staff as they use it, but JIRA is still out "big picture" project management board. Thus far it's a helpful combination having management able to view big picture project phases on JIRA and the technicians completing detailed task-level assignments in Process Street. We are also integrating JIRA to trigger specific Process Street tasks when a project is moved into a specific phase in our project management workflows.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Asana und Smartsheet

Warum Process Street gewählt wurde

We wanted easier checklist style format which would lead to more accountability

Zuvor genutzte Software

Asana

Gründe für den Wechsel zu Process Street

The checklist features and overall application fit our need to become more accountable as a company.

Vorteile

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.

Nachteile

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!

Vorteile

We are stepping into adoption for our organization, and the first step was to add our operations processes to the library. It is very easy to add links from Google Docs to our library, and the Operations Manual is now online and up to date. It's available to everyone in the organization.

Nachteile

The lack of direct tie in to our Filemaker database system. The connectors that Process Street have do no connect to Filemaker at the time we did the evaluation. Consequently, migrating to using those features involved duplicating data input, or writing a custom software solution to Filemaker as a conduit, which we may look into funding in the future. Even though we have not utilized all the features in Process Street, we are very happy with what we are using at this stage.

In Betracht gezogene Alternativen

monday.com und Asana

Gründe für den Wechsel zu Process Street

The features we wanted to use were easier to implement in our evaluation

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Airtable

Warum Process Street gewählt wurde

I need checklists with certain controls that is easy to use.

Zuvor genutzte Software

Asana

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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!!

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress.
The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed.
Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.

Nachteile

There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.

Vorteile

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.

Nachteile

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.

Vorteile

- 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.

Nachteile

- 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.

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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)