All posts in Process Street


Form Automation: Turning Your Checklists Into Databases

form automation

Introducing Form Fields

It’s been a long time coming but we are beyond excited to announce that you can now add form fields to your process checklists in Process Street.

Check out the short video below for an intro to forms.

Form fields allow you to collect and store important data within set fields in your checklists.
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How To Create a Custom Invoice Generator Using Process Street

How To Create a Custom Invoice Generator Using Process Street

Generating and sending invoices can be a time-consuming process. A properly designed invoice helps a business get paid and provides legal protection for both parties.

Think about it, all the hours and energy you put into completing a project will have an invoice at the end of it. Invoices are the tool that provides freelancers with the ability to receive income. That’s why we over at Process Street sat down and thought up a way to make getting paid even easier; a template which serves as a custom invoice generator.

Never again worry about charging your clients the wrong amount, or even sending them an invoice with an outdated logo or set of information. All you need to do is plug your information into this template and away you go!

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4 Easy Steps to Perfect Your Daily Routine

Daily Routine
We’ve all been there. You wake up between 7 and 9, have a quick breakfast (or not at all) and start work. Perhaps you’re hoping to get that big project out of the way to get ahead, then blast away some of the more difficult topics whilst you’re on a roll?

The trouble is, if you set off working ASAP after waking up, the chances are that something will stop you. It could be that you’re not awake properly and so don’t work as quickly as you’d like, or that you burn out in the first few morning hours, drudging through your afternoon in a zombified, unproductive state.

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Enterprise Automation: How to Make 100 Employees Feel Like 1,000

enterprise automation

About half of all the activities people are paid to do in the world’s workforce could potentially be automated” – McKinsey Global Institute, Harnessing automation for a future that works

For many, enterprise automation is a complex and scary topic. Many team leaders believe that it takes too much work to set up your automated systems, and a huge number of people are worried that doing so will let robots take over their jobs.

It’s not true.

Those who understand automation for what it is – a powerful tool which lets your team massively increase their value output – quickly find themselves ahead of the curve. Using it lets you quickly and accurately hand off all of your menial tasks so that everyone can focus on more important items.

Here at Process Street, we know how difficult it can be to get started with enterprise automation. That’s why this post will take you through:

  • What automation is
  • What types of business process automation there are
  • Why you should be using it in your enterprise
  • Methods to let you get started with automation

It’s not complex, it’s not scary, and it certainly won’t be putting your team out of a job. If anything, automation is entirely designed around letting people perform their jobs better than ever before.

It’s time to join the newest revolution in enterprise efficiency and accuracy.

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9 Ways to Use Template Overview to Keep Track of Your Business

template overview

You might use the most efficient software on the market. Maybe you’ve hand-picked the most dedicated team available. Perhaps you documented and improved your methods until every rough edge and bottleneck has been wiped away.

You’re still going to fail if you can’t track your processes.

It’s the only way to know for sure that your methods are being followed, that work really is being completed, and to have a clear view of the state of your business at any given time. That’s why, over at Process Street, we’ve created a way to quickly review any and all information from the checklists your team uses.

If you’ve ever used a spreadsheet, think of an interactive version of that, except all of the information is automatically formatted based on your Process Street checklists.

template overview tab view

It’s called the “Template Overview” tab, and here’s how it works…

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How to Use Conditional Logic: 8 Ways to Simplify Complex Processes

conditional logic

Documenting processes is great in theory, but creating and following them can be a pain.

Your processes need to be standardized so that everyone’s performing the same tasks consistently. However, that often leaves you with either a large, complex and unusable process which covers every situation or lots of smaller, specialized processes which become difficult to manage or track.

Conditional logic saves you all of that trouble by letting you create processes which change to suit the situation at hand.

By setting rules for your processes to follow and update based on their outcome, you can simplify your processes and make even the most complicated task list easy to navigate. All optional tasks can be automatically hidden from view until (and if) they are required to keep your dashboard clear and encourage teams to avoid taking shortcuts.

Nobody wants to work through a horribly complex process that you know you won’t need half of to complete your task.

However, as with business process automation, conditional logic’s power is best shown through examples, so today I’ll be showing you both how to use it and giving eight example processes which take advantage of it, including client onboarding and user support.

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6 Checklists to Perfect your New Employee Onboarding Process

onboarding

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Introduction to Employee Onboarding

In this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists that you can use on their own or easily import into our onboarding software Process Street.

Why checklists? Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Employee Onboarding Strategies

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant. Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

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The 17 Best Process Street Posts from 2017

Merry Christmas and a happy new year from all of us at Process Street! 🌲

2017 might have been a mixed bag for most of the planet, but we had a lot of fun writing content for you, our blog readers.

We published 151 blog posts between us this year, with a little help from fantastic guest writers like Pascal van Opzeeland from Userlike, and Sam Suthar from Tagove.

Here are our top picks as well as the posts you, the readers, liked the most.

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The Consultant’s Guide to Process Street is Here!

You know how important documented processes are already.

They allow you to repeat successes, avoid recurring failures, and all but eliminate human error from your client’s operations.

Unfortunately, doing this with software like Office 365 is like eating soup with a fork – it’s possible, but far messier and more difficult than it needs to be.

Process Street has been built from scratch with the sole purpose of letting you easily and effectively document, manage, and track your processes, and so it doesn’t suffer from the same problems as the traditional software solutions like Microsoft Word.

With this free guide, you can become a true power user and effectively manage your processes, and even earn extra money by referring your clients.

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How to Create a Weekly Tasks List (And Never Forget a Deadline Again)

When I started at Process Street, I was just a writer. I had the organizational skills of a child, and I was used to delivering a single piece of work at a time. As I was given more responsibilities, I started forgetting my regular tasks and working on whatever seemed important at that moment.

Since every task management system I’ve tried has quickly become crowded and unmanageable, I decided to create a Process Street checklist specifically for my recurring weekly tasks.

Now, I get a simple list of tasks in my Process Street inbox every week. As I work through them, I can track my weekly progress and use the checklist as a way to report my work to my manager. You can do the same, and it only takes about 10 minutes.

Here’s my checklist:

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