All posts by Vinay Patankar

Managers, Users and Admins – How Roles and Permissions Work with Process Street

You can now control the permissions of users in your Process Street teams.

Watch the below video for details:

Below is an outline of the different roles inside Process Street and what permissions they have.

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How to Start your Company Blog in Less than 5 Minutes

How to Start a Company Blog

Blogging is a proven method of getting leads and sales for your business. Yet many companies are just not doing it.

Last week I made a Website Launch Checklist that got lots of great feedback, but a few people told me they don’t have a website (specifically a blog) to launch. After investigating further I found the most common reason for companies not blogging was because they didn’t know how to set one up.

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Break Up your Process Templates with Task Headers

Operations lead sorting a card organizer into labeled sections with tabbed dividers, illustrating breaking a process into sections with task headers

We have released a new version of Process Street today, with a few small features and a lot of security, speed and data integrity updates.

The biggest difference you will notice is the introduction of Task Headers. These allow you to break up a process into sections using headers. To turn a task into a header, simply add a colon “:” to the end of it.

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How Crane used Sharpie Markers to Snag 20k Facebook Likes in 3 Months

20k Facebook Likes

A few days ago I had a great call with Katie Sotor Vice President of Marketing for Crane to talk about a creative marketing campaign she ran that included sharpie markers, artists, and competitions. The campaign was extremely successful running for almost 6 months and netting 20k Facebook likes in the first 3 months.

Crane is a design company that takes ordinary boring products like humidifiers, air purifiers, and space heaters and turns them into beautiful creative designs.

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Folders and a New Look – Check out Our Latest Update

We just released a new version of Process Street today with some cool changes and a huge user interface overhaul.

We upgraded to Bootstrap 3 giving the app a slick flat look, we added folders and hid away archives. Plus we rearranged a number of the menu items to de-clutter the app. Watch the below video to see the changes we made in detail.

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The Ultimate Guide to Small Business Email – Escape Inbox Overload

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Managing email is an important activity for all small businesses. We have written about alternatives to email a couple of times but the truth of the matter is, email is here and it’s here to stay. For many small businesses, email is still at the core and relied upon for day to day transactions plus we all use our email to login to our favorite apps and services.

In this article, we will talk about apps various clients and tools you can use to improve email productivity across your team. We will not talk about how to host your business email, something we already covered in the Google Apps vs Microsoft 365 post. The goal is for you and your team to get to Inbox Zero as Merlin Mann says in his famous 2007 talk.

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Too Many Tabs in your Browser? Try This Cool Trick to Manage Them

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Does your computer ever run slow due to too many tabs? It used to happen to me all the time, but not anymore.

Reduce the number of tabs you have running in your browser with One Tab. One tab is a Chrome extension that allows you to click one button and condense all your tabs into a single page which you can use to re-launch the tabs.

Check out the above video to see it in action.

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Why you Need to Capture Leads on Your Company Website

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If you run a website for a purpose, like a website or blog (see also: how to set up your company blog in 5 min), where the purpose is to drive more sales or educate your customers, ultimately resulting in higher profits, you MUST be focused on capturing leads for your website.

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Designing Efficient Processes with Andrew Schrage of Money Crashers

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Andrew Schrage is the co-owner and CEO of Money Crashers, a financial education website that has been featured on Forbes and CNN. Schrage was educated at Brown University and currently resides in Denver, CO.

In this interview, we talked with Andrew about how he designs and documents processes in his organization.

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Manage Organizations and Teams with the New Admin Control Panel

Today we released the second part of teams and organizations – the Organization Control Panel.

This version cleaned up the ‘cog’ dropdown menu by putting all lesser used organization management features into the new panel.

The admin role and the ability to promote and demote admins also came with this release.

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