Avis clients sur Process Street

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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 envisagées 

Trello et monday.com

Pourquoi choisir Process Street 

Todoist is great for one offs, but it couldn't handle large, in-depth, recurring processes.

Pourquoi passer à Process Street

It is the best for businesses with a lot of recurring processes. Our ability to automate around Process.st is amazing.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

monday.com et Asana

Pourquoi passer à Process Street

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

Avantages

Process Street is an incredibly user-friendly platform with a wide range of features that make task management a breeze. The templates are especially useful for getting started quickly and easily, and the drag and drop feature makes customization simple. The integration with other tools is also helpful for keeping all of your tasks in one place.

Inconvénients

The pricing structure of Process Street is a bit confusing, and the free version limits the number of tasks you can have. Also, the learning curve can be quite steep, especially if you are unfamiliar with the platform.

Avantages

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

Inconvénients

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

Alternatives envisagées 

Asana et Smartsheet

Pourquoi choisir Process Street 

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

Logiciel antérieur 

Asana

Pourquoi passer à Process Street

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

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

I still need to learn more about the cons of this software. I will update when I know more.

Alternatives envisagées 

Slack et monday.com

Pourquoi passer à Process Street

I tried the others and this one allowed me to build out my workflow and practice it a few times.

Avantages

Process street makes it easy to have all steps, processes and procedures in one place. It saves time and make me more efficient.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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!!

Inconvénients

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.

Avantages

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!

Inconvénients

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!

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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!

Inconvénients

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.

Avantages

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

Inconvénients

Learning the integrations takes time - it required some training

Avantages

Sometimes, keeping things ultra simple makes for the most effective processes. This is what we wanted and could easily describe our processes in Process Street in a way that any user without any special training could pick up quickly. Everyone understands checklists.

Inconvénients

The UI for setting up processes and editing steps can be a bit quirky/unintuitive - but once you figure it out once - you can get past it. Last time I checked, there is no mobile app - though it does have a mobile friendly website (at time of writing this review). As a manager, I would like to receive alerts when processes are getting blocked stuck in a stage for too long.

Avantages

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.

Inconvénients

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)

Avantages

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.

Inconvénients

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.

Avantages

It is possible to create different templates. Also, it has some already prepared templates such as ''employee on-boarding'' and etc. It is possible to invite other users and ''guests'' to work with the template as well. It has some very great integrations.

Inconvénients

The content looks messy. For us, it is difficult to find the prepared templates. The second big thing is the notification e-mails. While it is possible to turn the notifications via e-mail off, we need to keep it to see how everything is going. It would be useful for them to improve the notification section.

Avantages

I love 1) Conditional logic, 2) Dynamic Due Dates, 3) The ability to assign tasks 4) I love that tasks can have videos, links, text, whatever I need to customize it.

Inconvénients

1) I wish I could print out to-do lists for the day. 2) Trying to find archived lists can be a little difficult in my opinion 3) I kinda wish I would move or color code the blue tiles so that I can see more high priority tasks first.

Avantages

Allowed us to go paperless in our case management
Streamline processes, increases accountability, drastically limits back and forth on email or other platforms
Not one size fits all- you can adjust and make it exactly what you want and need for your organization

Inconvénients

App still needs some work, but its brand new and will get there
I would like more functionality with tasks
Auto assign function doesn't work the way we need it too.

Avantages

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

Inconvénients

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