Process Street Review

What Is Process Street?

Process Street is a cloud-based workflow  and process management platform that helps businesses create, document, and execute recurring processes and tasks. It provides a user-friendly interface that allows teams to collaborate on defining and improving their workflows, standard operating procedures (SOPs), and checklists.

With Process Street, users can create customized templates for various processes, such as employee onboarding, content creation, quality control, project management, and more. These templates can include detailed instructions, attachments, and conditional logic to guide users through each step of a process.

The platform offers features like task assignments, due dates, task permissions, and notifications to ensure that team members are aware of their responsibilities and deadlines. It also provides real-time tracking and reporting, enabling users to monitor progress, identify bottlenecks, and measure efficiency.

Process Street integrates with numerous third-party applications, such as Salesforce, Slack, Trello, and Zapier, allowing for seamless data synchronization and automated workflows across different tools.

Process Street aims to streamline and optimize business processes, improve productivity, ensure consistency, and enable teams to scale effectively by providing a central hub for managing and executing their operational procedures.

How Does Process Street Work?

Process Street is designed to simplify and streamline the management of workflows and processes within an organization. Here’s a step-by-step overview of how Process Street works:

  1. Creating Templates: Users start by creating process templates that outline the steps and tasks involved in a particular workflow or process. Templates can be customized with instructions, rich text, images, and attachments.
  2. Defining Checklist Items: Within each template, users define checklist items that represent individual tasks or actions to be completed. Checklist items can have due dates, assigned users, and conditional logic based on previous answers or conditions.
  3. Collaboration and Assignments: Users can invite team members to collaborate on specific templates or assign individual tasks to team members. Assignees receive notifications and reminders for their assigned tasks.
  4. Executing Checklists: When it’s time to perform a process, a checklist is created from the template. This checklist guides users through the defined steps and tasks, ensuring consistency and providing instructions along the way.
  5. Completing Tasks and Tracking Progress: Users mark each checklist item as complete as they progress through the checklist. They can attach files, leave comments, and communicate with other team members within the context of the checklist.
  6. Task Automation: Process Street integrates with various third-party tools like Zapier, allowing for automation of tasks and data synchronization across different systems. This helps in streamlining the workflow and reducing manual effort.
  7. Reporting and Analytics: Process Street provides real-time tracking and reporting capabilities. Users can view the progress of individual checklists, identify bottlenecks or issues, and generate performance reports to measure process efficiency.
  8. Iterative Improvement: As processes evolve, templates can be updated and improved based on feedback and lessons learned. Process Street allows users to make changes to templates, which are automatically reflected in future checklists.
  9. Integrations: Process Street integrates with popular business tools like CRM systems, project management software, communication platforms, and more. This enables seamless data transfer and automates workflows between different applications.

Process Street helps organizations streamline their processes, ensure consistency, improve efficiency, and enhance collaboration among team members involved in executing workflows.

Process Street Features

Process Street offers a range of features to facilitate workflow management and process execution. Some of its key features include:

  1. Process Templates: Users can create customizable process templates with predefined steps, instructions, and attachments. Templates serve as the foundation for executing recurring processes and workflows.
  2. Checklist Execution: Templates can be turned into checklists, which guide users through the steps and tasks of a process. Users can mark checklist items as complete, leave comments, and attach files as they progress.
  3. Collaboration and Assignments: Team members can collaborate on templates and checklists. Users can assign tasks to specific individuals, set due dates, and receive notifications and reminders for pending tasks.
  4. Conditional Logic: Process Street supports conditional logic within checklists. This allows users to create dynamic workflows that adapt based on previous answers or conditions, ensuring that tasks are performed in the appropriate sequence.
  5. Task Automation: Process Street integrates with third-party applications via Zapier, allowing for task automation and data synchronization. This streamlines workflows and eliminates manual effort by triggering actions in connected systems.
  6. Reporting and Analytics: Users can track progress, monitor completion rates, and generate reports on process performance. Real-time analytics provide insights into bottlenecks, efficiency, and potential areas for improvement.
  7. Integrations: Process Street integrates with popular business tools, such as CRM systems (e.g., Salesforce), project management platforms (e.g., Trello, Asana), communication tools (e.g., Slack), and more. This enables data synchronization and seamless workflow management across different applications.
  8. Workflow Permissions: Process Street allows administrators to set permissions and access levels for team members, ensuring that sensitive processes and information are only accessible to authorized individuals.
  9. Mobile Accessibility: Process Street offers a mobile app for iOS and Android devices, allowing users to access and complete checklists on the go.
  10. Version Control and Audit Trail: Process Street keeps track of changes made to templates and checklists, providing a version history and audit trail for compliance and accountability purposes.

These features collectively provide a comprehensive solution for managing and executing workflows, standard operating procedures (SOPs), and recurring processes within organizations.

Process Street Pricing

However, please note that pricing details may have changed since then, so it’s recommended to visit the official Process Street website for the most up-to-date information. Here’s an overview of the pricing structure based on the information available at that time:

  1. Free Plan: Process Street offers a free plan that allows for limited usage, including a maximum of five active templates and a restricted number of runs per month.
  2. Business Plans: Process Street offers several tiers of business plans, each with additional features and increased usage limits. The pricing for these plans is typically based on the number of users or “seats” needed. The specific pricing details for each plan can be obtained directly from Process Street’s website.
  3. Enterprise Plan: For larger organizations with more extensive requirements, Process Street provides custom enterprise plans. These plans offer advanced features, enhanced security options, dedicated account management, and tailored pricing based on specific needs.

Pricing may vary based on factors like the number of users, additional features, and any special requirements. For the most accurate and up-to-date pricing information, I recommend visiting the official Process Street website or contacting their sales team directly.

Ease Of Use Process Street

Process Street is designed with a user-friendly interface and intuitive features, making it relatively easy to use. Here are some factors contributing to its ease of use:

  1. Simple Interface: Process Street has a clean and well-organized interface that is easy to navigate. The layout is intuitive, with clear menus, icons, and labels, making it easy for users to find the desired features and functions.
  2. Template Creation: Creating templates in Process Street is straightforward. Users can use a drag-and-drop interface to add and arrange checklist items, define instructions, attach files, and set conditional logic. The template editor provides a user-friendly experience for designing and customizing templates.
  3. Checklist Execution: When executing checklists, users are guided step-by-step through the process. Each checklist item is displayed clearly, along with any associated instructions or attachments. Users can easily mark items as complete, leave comments, and attach files, all within the checklist interface.
  4. Collaboration and Assignments: Process Street allows for easy collaboration among team members. Assigning tasks to specific users and setting due dates can be done seamlessly. Users receive notifications and reminders for their assigned tasks, ensuring accountability and timely completion.
  5. Conditional Logic: The use of conditional logic in Process Street enables the creation of dynamic workflows. Despite its powerful capabilities, the conditional logic interface is designed to be user-friendly and intuitive, allowing users to define branching paths based on conditions without complex programming.
  6. Integration with Third-Party Tools: Process Street integrates with various popular third-party applications, such as CRM systems, project management platforms, and communication tools. The integration process is typically straightforward, and once set up, data synchronization and automated workflows can be achieved without extensive technical expertise.
  7. Help and Support: Process Street offers documentation, guides, and tutorials to assist users in getting started and making the most of the platform. Additionally, they provide customer support channels, such as email and live chat, to address any questions or concerns.

While there may be a learning curve when first using Process Street, its user-friendly design and available resources contribute to an overall ease of use, enabling teams to quickly adopt and leverage the platform for managing their workflows and processes.

Process Street Customer Service

Process Street offers customer service and support to assist users with any questions, issues, or concerns they may have. Here’s an overview of the customer service options provided by Process Street:

  1. Help Center: Process Street maintains a comprehensive help center on their website. It contains articles, guides, and tutorials covering various topics, including getting started, using specific features, troubleshooting common problems, and more. Users can search the help center for answers to their queries and access self-help resources.
  2. Email Support: Users can reach out to Process Street’s support team via email. They can send their inquiries, feedback, or support requests to the designated support email address. The support team typically responds within a reasonable time frame, providing assistance and solutions to user concerns.
  3. Live Chat: Process Street offers a live chat feature on their website, allowing users to engage in real-time conversations with a support representative. Live chat can be used for immediate assistance, quick questions, or clarifications.
  4. Community Forum: Process Street has a community forum where users can interact with each other, share best practices, ask questions, and provide feedback. This platform allows users to tap into the collective knowledge and experiences of the Process Street user community.
  5. Webinars and Training: Process Street occasionally conducts webinars and training sessions to educate users on specific features, advanced techniques, and best practices. These sessions provide an opportunity to learn directly from the Process Street team and gain deeper insights into using the platform effectively.

It’s worth noting that the availability and extent of customer service may depend on the specific pricing plan or level of support subscribed to by the user. Higher-tier plans may offer additional support options, such as priority support or dedicated account managers.

For the most up-to-date information on Process Street’s customer service offerings, I recommend visiting their official website or contacting their support team directly.


In conclusion, Process Street is a cloud-based workflow and process management platform that helps businesses streamline their operations, improve efficiency, and ensure consistency in executing recurring processes and tasks. With its user-friendly interface, customizable templates, checklist execution, collaboration features, and integration capabilities, Process Street offers a comprehensive solution for managing workflows and standard operating procedures.

The platform’s ease of use makes it accessible to users of various technical backgrounds, allowing teams to quickly adopt and leverage its functionalities. Process Street provides customer service through its help center, email support, live chat, and community forum, ensuring that users have access to assistance and resources when needed.

By utilizing Process Street, organizations can create and execute standardized processes, track progress, automate tasks, and generate insightful reports. This helps improve productivity, facilitate collaboration, and drive continuous improvement within the organization.

For the most accurate and up-to-date information, it is recommended to visit the official Process Street website to explore their offerings and contact their sales or support team for any specific inquiries.

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