All posts by Vinay Patankar

Ninja Workflow for Capturing, Annotating and Uploading Screenshots in Seconds

Fast Screenshot Workflow Using Jing

In this video I explain my workflow for capturing, annotating (marking up with arrows and text) and uploading screenshots to Process Street in seconds.

I can basically add a screenshot to Process Street in seconds. This workflow is so fast, taking screenshots and adding instructions becomes an absolute pleasure.

And the best part? Its using an absolutely free tool – Jing from TechSmith.

Watch the below video to see how its done.

Tools mentioned:
Video Highlights

0:30 – Example of workflow to create screenshot in Jing, mark up and add to Process Street in seconds
1:25 – Break down of how to configure the workflow in detail
1:30 – Create steps in Process Street
1:40 – Use Jing to take screenshot and markup
3:10 – Using the Screenshots folder in Windows 8
3:45 – Configuring Jing for fast saving
4:50 – Sorting Screenshots folder by date so most recent images are always at top

This is how I currently manage my screenshots. If you know any other methods, I’d love to hear them.

Smash the bottleneck – Getting started with documenting systems

Smash the bottleneck

Too many business owners are killing their business by being the bottleneck.

We know that as a business owner it’s important for you to have control over absolutely every single thing that happens in your business.

Oh, hold on… Is it?

Too much control can be a bad thing. When you have too much control you run the risk of becoming a bottleneck for your business. You end up micro-managing and stressing out over minute, unimportant details. You are in the way of your own success of your business? Do you think the owners of successful companies are involved at every level? No. Hell, some of them aren’t even involved. They just receive the check. They can do this because they are masters at 3 things:

  • Documenting
  • Delegating
  • Trusting

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Stay Organized with Tags

Stay organized with tags in Process Street

We just released tags in Process Street. They give your team a faster way to categorize, filter, and retrieve workflows, no matter how large your library grows.

Folders work when you have ten workflows. Tags become the answer when you have two hundred. Here is why we built tags and how to use them.

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Introducing Process Progress Tracking

Process Progress Tracking

We have just rolled out process progress tracking to the world!

Our progress tracking appears in two places:

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Video is Here!

2013-era product manager holding a film clapperboard

Video is finally here!

Video is a great way to train staff and explain complex tasks quickly and thoroughly.

Now you can add video to your documents in Process Street.

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Fresh from the Lab: Activity Feed, New Sidebar, Drag and Drop Tasks and More

2013-era engineer peeling a sticky note off a small pad

A series of updates is now live in Process Street: the Activity Feed, a redesigned sidebar, drag-and-drop tasks, and more. Each one tightens how teams work inside their checklists day to day.

Here is what is new.

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