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Pages: Your Secret Weapon for Totally Free Knowledge Management


Pages, a new product by Process Street, lets you capture, organize and share your team’s operational knowledge.

It’s also free, forever, for your entire team.

Pages is part of Process Street’s development as the modern process management platform for teams.

Thousands of teams from Salesforce to Yext use our interactive workflows to power their processes. In doing so, these teams are evolving their process maturity.

And process maturity, as well as how to think about & use our new Pages product, is exactly what we’ll be covering in this article.

Here’s an overview:

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Supercharge Your HR & Onboarding with Process Street (+ Video Walkthroughs!)

hr-onboarding-process-walkthrough

For HR managers in charge of onboarding new employees, daily tasks can quickly become difficult to track and overcomplicated.

Consider: 4 new hires starting this week, alongside about a dozen others that started in the past few months, and a handful that are wrapping up their first year any day now; it’s clear how HR departments can struggle to stay on top of things without stress or confusion.

That’s why human resources departments worldwide use Process Street to streamline and automate their daily HR work tasks, for processes like:

In this article, we’ll show you how our customers manage their daily HR tasks using Process Street.

You can see exactly how it’s done, with supporting screenshots and video walkthroughs.
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Introducing Pages: Your Free-For-Everyone Home for Team Knowledge

announcing pages

Way back in 2013, in a converted horse stable in Buenos Aires, the first version of Process Street was just starting to come together.

From day one, we were inspired by the concept of a repeatable checklist. We still love checklists. And we’re still guided by that initial concept. But we’ve come a long way.

Over the years, we’ve evolved checklists into Workflows and grown our Workflows product in new and exciting ways. Workflows continues to be a cornerstone of the Process Street platform with even more exciting developments in the works.

Now, we’re excited to announce Pages: a new, companion product to Workflows. It’s the latest step in evolving Process Street from a repeatable checklists tool to a complete, modern process management platform.

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How to Improve Study Skills & Get Organized: Use a Study Guide Template

This is a guest post written by Ashley Ferro, a freelance content writer & copywriter specializing in SEO content marketing.

Quick! You have an exam in a week. What’s your study plan?

Will you spend hours reading the material? Take notes? Use flashcards? Cram it all in the night before?

Most people in this situation wouldn’t think very far ahead when deliberating on how to study. They’d just wing it, most likely pull an all-nighter the night before, and hope for the best when the time comes for them to take the exam.

The problem with this is that it’s lazy. And lazy studying only gets you mediocre results (at best).

But this doesn’t mean spending long, grueling hours studying every day is the way to go. In fact, research shows that students that are consistently successful actually spend less time studying than their peers; they just do it more effectively.

So, what should you do then?

In this Process Street article, we’ll walk you through everything you need to know about how to study effectively and efficiently.

We’ll be covering:

First off, if you’re just here to grab our Study Guide Template, here it is below:

Study Guide Template

Alright, let’s get started with the basics!

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Customer Acquisition vs. Customer Retention: How To Find The Right Balance in Your Marketing Strategy

customer acquisition vs. retention

Nahla Davies is a software developer and tech writer. Before devoting her work full time to technical writing, she managed – among other intriguing things – to serve as a lead programmer at an Inc. 5,000 experiential branding organization whose clients include Samsung, Time Warner, Netflix, and Sony.

Allocation of marketing resources is the key problem which leadership teams in marketing departments are continually trying to solve.

Often we talk about PPC vs organic, brand vs conversion, SEO vs social, or any such pairing of activities. But maybe the biggest question at the top of the decision tree is: Acquisition vs Retention.

Should you try to generate more revenue from existing customers? Should you spend more effort to develop new customers? Or is there a happy medium that will work perfectly for your business?

Based on statistics alone, your existing customers are your best bet for new revenue. It is generally easier and less costly to rely on the people you have already built relationships with. But businesses that don’t take sufficient steps to bring new blood into their base will inevitably die.

In this Process Street article, we’ll attempt to answer some questions, namely:

How involved should marketing be in retention efforts? And how do different company structures or products impact that? How do we weigh those efforts against acquisition – the primary function of marketing?

To help you through the process, we’ll be looking at:

Let’s get rolling!
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Every To Do List Template You Need (The 11 Best Templates)

to do list template header revised

To do lists shouldn’t take hours to set up, nor should they be complicated. Every second you spend setting up your task list and preparing for the work ahead is time wasted instead of getting out there and eliminating items from your schedule.

You should be able to jot down your tasks, have just enough flexibility to work how you need to, and then get on with it. After all, aren’t to do lists meant to help improve your productivity?

Well, we here at Process Street decided to save you even more time by providing you with your ultimate to do list template list, including printables and interactive schedules.

Let’s jump to it!
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How BentoBox Uses Process Street to Scale Their Business Operations

bentobox scaling business case study

BentoBox is a website e-commerce and marketing platform just for restaurants. Their mission is to empower the world’s restaurants to succeed in their mission of hospitality.

While thousands of restaurants are using BentoBox to power their digital experience for customers, including websites, online ordering, gift cards and more, BentoBox uses Process Street for key processes like customer onboarding and employee onboarding to smoothly scale their operations.

“Partnering with Process Street has ultimately enabled us to help our team move quicker, as well as create transparency with our customers; and the features that they’ve been adding since then have just kind of proved that it was the right choice.” – Chelsea Lynch, Customer Operations Team Manager, BentoBox

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How Process Street Facilitates Teaming and Retains Company Knowledge

How Process Street Facilitates Teaming and Retains Company Knowledge

“It is largely determined by the mindset and practices of teamwork, not by the design and structures of effective teams. Teaming is teamwork on the fly.” – Professor Amy Edmondson, Teaming: How Organizations Learn, Innovate, and Compete in the Knowledge Economy

When I started this post for Process Street, it suddenly occurred to me exactly how much of my time is spent on the concept of “teams” – writing about them, talking about them, thinking about them, participating in them.

Teams have taken over my life. It was only a matter of time before I ran into “teaming.”

Teaming was coined and developed by Professor Amy Edmondson, who also has the rather distinguished achievement of founding the MIT Leadership Center.

Obviously, she’s a very qualified person who knows what she’s talking about, but when has that ever stopped my skepticism before?

I’m kidding. Teaming is an idea purpose-built for the contemporary tech-centric, remote office, pivot on a dime work environment. This post will explain what it is, how it’s been used, and how Process Street makes it easy for anyone to adopt.

Let’s team up!
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Why & How We Focus on Co-Marketing in Our Content Marketing Team

Why and How We Focus on Co-Marketing in Our Content Marketing Team-01Content marketing is definitely in the top 3 spammiest areas of marketing.

Not a day goes by where someone isn’t trying to get me to link to their dodgy looking website or sending me nonsense.

In some cases you just have to respect the hustle. I know the article I was pitched yesterday wasn’t written by “John Smith” because the use of English in the title didn’t make sense. If you’re a non-native English speaker though, you often need to take those risks. I’d do the same.

But content marketing isn’t all spam and nonsense.

Lots of places do great content that’s high quality and produces loads of value for their audience. Outreach, relationship building, and collaborations aren’t always tacky either – they can be great ways to co-create content; media content being a really useful avenue for this.

We’ve created the best process management content on the web for a good while, and people come to us as a trusted source on other areas like onboarding, HR, operations, ISO, and customer success. That stuff, we’re good at.

The second part, though, is something we’ve been working on doing better.

In this Process Street article, I’ll explain how and why we moved to a co-marketing focus to support our SEO and business goals, including:

  • Why not just backlink build and guest post?
  • How is our relationship management system set up?
  • We’re seeing results and our flow is much smoother

Let’s jump right in!
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Top 5 Secret Hacks and Tricks in Process Street

Process Street hacks and tricks

At Process Street, we serve over 450,000 registered users including the likes of Salesforce, Spotify, and Airbnb. We work with our users to help them get the best out of our software. With this goal in mind, we bring you this article detailing the top 5 secret hacks and tricks in Process Street.

We found out how the Process Street team uses our nifty workflow documentation software in their day-to-day activities. We gathered the responses given from every department and narrowed them down to present 5 top hacks and tricks you can incorporate into your Process Street experience today.

With that said, let’s jump straight to it!
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