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.

• What is a to do list and when do you need to use one?
• Basic daily to do list templates
• Running a process to upgrade your to do list
• Weekly to do list templates

Let’s jump to it!
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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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“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.

• “Teaming on the fly”
• Successful teams, teaming, and a Chilean mine
• Teaming the Process Street way

Let’s team up!
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Content 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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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.

• Trick #1: Document your daily schedule as a checklist
• Trick #2: Automate date form fields to pre-fill
• Trick #3: Use saved views to summarize workflow data
• Trick #4: Order Conditional Logic instructions and use hidden admin tasks
• Trick #5: Embed webpages inside Process Street’s workflows

With that said, let’s jump straight to it!
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Systematizing your business is one of the biggest challenges any founder or executive faces when trying to scale.

I’ve seen it personally in my businesses and in the experiences of our customers. It’s the problem which led to us creating Process Street when I ran a small business. It’s the problem people and businesses of all sizes now come to Process Street to overcome.

Thousands of customers like Accenture, AstraZeneca, and Salesforce are solving processes from small business needs to critical enterprise and infrastructure processes.

It’s important to learn not just how to get things done, but how to do that repeatedly, effectively, and efficiently as your team grows.

This is where business systematization comes in.

A huge part of that is process management. According to our research, 42% of respondents say their teams have no time to create processes. You cannot systematize if you fail to document your processes.

In fact, process documentation is only the first step. What about adherence, integration, automation?

That’s why, as Process Street’s CEO, I was so excited to collaborate with Foundr to create a course to take you from process-less to process pro. The course is now available for registrations – you have until September 8th to get involved, so make sure to register ASAP if you’re interested.

I’ll give you the platform and the playbook to systemize your business in just 10 minutes per day, all delivered through Foundr’s intuitive learning experience.

Foundr magazine is one of the leading media outlets for entrepreneurs, small business owners, and executives. The course comes carefully prepared with video lessons, playbooks, and an explanation of my proven DIA Method.

As part of the Process Street family, I’m offering you the chance to register now and get 4 free masterclass lessons where I’ll explain my 10 minute MVP approach to supercharging processes in record time.

Click here to register!

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Unless you work with small children or large animals, the expectation of staying dry at work is pretty high. I know my workstation is very not water-resistant.

So when Blake Thorne (our product marketing manager) pitched me an article about DRY, I had no idea what he was talking about. According to our three wise men in engineering, that’s to be expected. The DRY principle is almost exclusively used in software development; those of us outside don’t have much cause to consider it.

Or do we?

And this is what Blake wanted to get at. “It’s the principle of ‘don’t repeat yourself,’” he explained. “Cut out all the unnecessary, repetitious code.”

“But one of our values is to overcommunicate,” I countered. “Everything. Twice, even. Don’t those two concepts cancel each other out?”

“Maybe,” he conceded. “But what if they actually don’t?”

I am a sucker for a good what-if.

Here I’ll go over the principle of DRY – plus WET and AHA (oh, those rascally devs) – and how here at Process Street we manage to overcommunicate without repeating ourselves. Because I’m such a nice guy, I’ll also point out the 4 best features to get you on the same path.

• The 3 principles of programming (when you’re not a programmer)
• Process Street’s DRY-est features
• At the risk of repeating myself…

Let’s get to it!
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Every company needs HR, but not every company needs an HR department.

For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.

Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.

It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship.
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Premier Claims is a public adjusting firm that secures an average increase on claim payments 700% greater than before their involvement in the negotiation. They represent policyholders and contractors when negotiating fair claim settlements from insurance carriers on property damage. This includes damage from hail, wind, fire, and smoke.

Premier Claims discovered Process Street in July 2020, and have since moved many of their processes to our platform. Process Street has given Premier Claims an easy and elegant means of collecting and securely storing client information.

One such process Premier Claims uses Process Street for is their Claims and Client Intake Workflow. When the Process Street version of this workflow was first beta-tested, the salesperson’s response spoke volumes to the reliefs Process Street brings the Premier Claims team.

“[Process Street is]…literally the easiest thing in the world.” – Premier Claims salesperson, Claims and Client intake workflow Demo

Premier Claims wanted to share their positive experience from using Process Street and decided to create a video demo of their Claims and Client Workflow.
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We’re all doing our part to be more eco-friendly, but let’s not beat around the bush: At the end of the day, even saving the environment needs to have an ROI. The primary function of a business is to generate revenue, after all; if your company doesn’t have revenue, your Green initiatives are kind of a moot point.

Corporate sustainability is not a new idea. While the term “greenwashing” didn’t come into use until the ’80s, and “business sustainability” until John Elkington’s 1994 paper for California Management Review, the concept behind both dates all the way back to the ’60s and Westinghouse’s “clean and safe” nuclear power plants.

It’s been around a while, in other words, so let’s look at some recent numbers.

85% of S&P 500 index file regular sustainability reports. Over 80% of investors factor ESG (environment, social, and governance) data into their decision-making. At the start of 2016, $22.89 trillion in assets (26% of all managed assets) were the result of sustainable investments – a nearly 5% increase since 2012. By 2020, sustainable assets under management $35.3 trillion (36% of managed assets).

“Going Green” isn’t just about paperless memos and reduced carbon footprints, though. It’s only through the commitment, performance, and efforts of your employees that you can effectively adopt environmentally aware practices. This requires a complete shift in your business’s values and cultures – a shift that is only possible if backed by your employees.

For your employees to adopt pro-environmental behaviors (PEB), you need to have established human resource practices that encourage them. You need, in other words, to “Green” your HR management, or as it has been creatively termed, Green HR management (GHRM).

As I’ll show you in this Process Street post, not only does GHRM create more environmentally aware employees, but environmentally aware employees are more engaged at work and have higher job satisfaction.

Here’s the rundown:

• What GHRM can do for you
• Walk the talk: Promoting Green values within your company
• Ability: Green branding, not Greenwashing
• Motivation: Recommend, reward, recognize
• Opportunity: Sustaining a culture that thrives

Let’s get started!
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