You need a way for your teams’ processes to be done right, done on time, and documented in a way that allows those processes to be improved over time. So you come to Process Street, which enables anyone in your organization to execute each process with consistency, visibility, and accountability.

By now you’ve experimented with some of the pre-made workflows. Maybe you’ve even built a few yourself. You’ve seen what’s possible when it comes to capturing your core processes and sharing them across your company.

But are you getting the most bang for your buck?

In this post, I’ll cover the top 11 features of Process Street workflows and how to use them to optimize your own processes and become a master of modern process management.

If there’s a particular feature you’re interested in, feel free to skip ahead:

• Workflows and workflow runs explained
• Expert feature #1: The Process Street dashboard
• Expert feature #2: Enhance intercompany collaboration with guest users
• Expert feature #3: Utilize assignments for team accountability
• Expert feature #4: Stay flexible with instant workflow updates
• Expert feature #5: Form fields and seamless data transfer
• Expert feature #6: Let variables do the data entry
• Expert feature #7: Using Conditional Logic to keep workflows flexible
• Expert feature #8: Add stop tasks to enforce order within your workflows
• Expert feature #9: How to streamline handoffs with Approvals
• Expert feature #10: Automations: Get more out of your favorite work apps
• Expert feature #11: The best of both: Process Street’s Slack App
• Jumpstart your client onboarding with Process Street workflows

Let’s get moving!
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Bored of Scrum and Kanban? Thinking about making the move to Shape Up?

This post is here to get you clued up on what the development methodology Shape Up looks like in practice. I’ll be giving you a sneak-peak into what we do here at Process Street as our EPD team shares their secrets. Learn how Shape Up facilitates the smooth running of a cross-functional team.

For those of you who are unfamiliar with Shape Up, or if you’re interested in the Design part of the E-P- “D = design” team,or maybe, you’d like to get your hands on 3 Shape Up workflows to plug straight into your team, check out the following posts:

• Shape Up vs Scrum: 6 Months to 6 Weeks – How We Cut Our Dev Cycle 75%
• An Interview with Ivy: Shape Up From a Product Designer’s Perspective
• Ditch Scrum! 3 Shape Up Processes & Checklists to 5x Your Dev Cycle

In this post I speak to Process Street’s Product Lead, Michael, and our Full Stack Engineer Herbie. We talk about all things Shape Up and discuss how the methodology facilitates the success of a cross-functional team.

• Q1: Summarize what the EPD team is, and your role within the team.
• Q2: As a Product Lead what would you say are the key differences between Shape Up and say something like Scrum or Kanban?
• Q3: How do you find working in small highly focused cycles as opposed to Sprints
• Q4: Does the Shape Up method allow for more asynchronous communication (and less meetings)?
• Q5: As a Product Lead/Engineer am I right to think you work on a parallel track with other members of the EPD team. Could you talk me through this process?
• Q6: What does Shape Up empower you to do?
• Q7: This is your area of expertise, what are your key takeaways when it comes to Shape Up, how it works alongside the EPD team, and so on.

Let’s get started!
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We’re all using multiple apps for work, and we know how quickly this work becomes inconsistent and messy. You don’t always know what’s been done or what to do next.

For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts.

On top of that, a number of our enterprise customers have asked for more visibility, more security and fewer third-party points of failure.

So we took all that great functionality and made it native within Process Street.

Automations allows teams to streamline multi-app workflows into a simple, cohesive process.

Allow me to introduce Process Street’s Automations feature!

Our no-code Automations editor makes connecting and building with different applications as simple as writing a checklist. Always enjoy easy visibility into how your automation is configured and when it’s running.

This post provides a workflow stack packed with all the information you need to get started building your own Automations. Whether you’re a Sales manager trying to onboard a new customer, an HR manager onboarding a new employee, or you want to report a technical error to the development team – we’ve got you covered.

• How (& why) to optimize your processes with Automations
• How do Automations work?
• 2 HR workflows to kick-off using Process Street’s Automations
• How to use Automations to streamline your customer success workflows
• How to use Automations to report technical issues
• Need more guidance on how to use Automations?

Ready set … automate! ⚡️
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Today, we’re excited to announce Automations, a new set of direct integrations helping you create and run custom processes using built-in functionality from some of the world’s most popular software tools.

Anyone who’s ever updated an opportunity in Salesforce or created an issue in Jira knows the power of those applications. It can feel like a world of endless possibilities right at your fingertips. It’s what we love about these tools, and why teams like us use them every day.

But sometimes, instead of endless possibilities, you need a specific set of tasks done quickly and correctly. You need a process. That’s what we’ve helped thousands of companies with, and that’s why we’re so excited to announce our newest feature, Automations.

Automations brings your critical apps together to drive your team’s most important processes. Powering Automations is a new set of native integrations with:

• Salesforce
• Jira
• Slack
• DocuSign
• Google Sheets
• Plus powerful new functionality within Process Street itself

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Process Street is growing like crazy. Every day I open up Slack, there’s someone new to welcome to the team. It’s like a mini virtual party every day with less cake. 🍰

Starting at a remote start-up can be tough – especially if it’s your first time working remotely, or at a start-up, or at a remote start-up. All those first-day jitters are magnified by the fact that you don’t even have a friendly work-buddy in the next office to walk you through it.

Well, you do have the friendly work-buddy; they’re just not in the next office. Or even the same country.

With this in mind, I thought it’d be fun to interrogate our newest teammates. There’s nothing that’ll make you feel like part of the team like getting interrogated by someone you just met so they can publish your innermost thoughts for all of the internet to see. Right? 😉

In this post, I talk to Process Street’s newbies about their first month with us. Please give a round of applause for my lovely volunteers:

• Mike Schutte, Engineering
• Karolina Lasocki, Content Creation
• Dyra Manangan, Visual Content
• Brian Ralston, Customer Success
• Logan Herzog, Demand Generation

Let’s meet the team!
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It’s 4:55 on a sunny Friday afternoon. You have a whole weekend of relaxing in the backyard planned. Maybe you’ll have friends over for a barbecue, or finally finish that crime thriller you started last year and forgot about. There’s always that super-extended director’s cut of a film from four years ago that just came out.

You’re blissfully contemplating all your stress-free options when your line manager pops their head in and cheerily says, “HR wants to see you first thing Monday morning. Have a great weekend!”

The truth is, the role of HR teams – and even the name – has evolved quite a bit over the years, though its reputation hasn’t been quite so quick to keep up. People Teams, as all the start-ups are calling it these days, still have a vital role to play in the structure and organization of a company, though.

So, when is it time to create a super team-up for your start-up? More importantly, how do you do it?

I sat down with Process Street’s own VP of People, Jay Hanlon, to talk:

• The HR team’s role within an organization
• HR teams: The problem of bad branding
• Key factors in building a healthy HR team
• The final word on HR teams

Come on in and have a seat!
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How many different tabs do you have open on your computer or laptop, right now?

I bet it’s a lot.

Let me guess. You’ve probably got one open for your emails, one for your social media, one for Slack, and another for Process Street?

And, maybe you’ve also got tabs open for your HR management system, your recruitment software, your reporting platform, your payroll service, your employee engagement tool, and…well, the list could go on and on and on.

Am I right?

But, this makes finding the tab you need when you need it virtually impossible, it slows your computer…right…down, and even the simplest HR tasks can end-up taking twice as long.

“Too many tabs, in almost any web browser, will lead to overtaxed computer memory, a reduction in battery life, and, for sure, a cluttered browser workspace.” – Forbes, Too Many Tabs Open: Save Your PC Or Mac From Overheating

What if there was a way to speed up your HR tasks? What if you could get all your task notifications and updates in one, central place instead of several? What if you could improve communication with your team and spend less time waiting or chasing for updates and more time on the things that matter?

Interested?

Allow me to introduce you to our newest feature, built for Slack lovers: The Process Street Slack App. Just click the button below to add it to your Slack!

Read on to discover how the Process Street Slack App can speed up your HR tasks as we whizz through the following:

• How our new Slack App helps you get HR tasks done faster
• How Sue manages her HR tasks with Process Street’s Slack App
• How to get Process Street’s Slack App & start streamlining your HR tasks

Let’s get cracking.🌪️
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Having everything you need in one single place just makes life easier, doesn’t it?

That’s why Process Street is launching the Slack App.

According to research, the average employee switches between 35 job-critical applications more than 1,100 times every day.

Turn your Slack Workspace into a super-tool for recurring work with our new Slack App. You can receive Process Street notifications, work on tasks, approve or reject decisions or documents, and complete checklists, without ever having to leave Slack 🤯!

Open fewer tabs, work from one place, and add more time back into your day with Process Street’s Slack App.

Sounds good, right?

That’s because it is. But, don’t take our word for it, read this post to get a quick overview of:

• What the new Slack App is, how it works, and what it does
• How you will benefit from the Slack App
• How to get the new Slack App

Ready to make your life easier?
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BONUS MATERIAL: Once you’ve installed the Process Street Slack App, it will transform your Slack space into a superpowered tool for all your team’s recurring work. Learn how to get it, how it works, and why you need it in your life here.

Slack has changed the way we work.

From being able to easily stay in touch with colleagues, no matter where they are in the world, to sending important files and docs in real-time, teams can work more efficiently and effectively than ever before.

It’s no wonder, then, that Salesforce bought Slack for a whopping $27.7bn (and just a few months after they invested in Process Street’s very own Series A).

But Slack really becomes a productivity powerhouse when using Slack Apps — additional made-for-Slack applications that can help you communicate, receive crucial information, and complete work faster.

That’s why Cameron McKay, Process Street‘s CTO, built a Process Street Slack App enabling teams to simultaneously superpower both their Process Street and Slack usage!

Sound exciting?

It is.

In this Process Street post, I’ll be discussing why we decided to build a Slack App, how our CTO managed to build a Slack App for Process Street in just 2 weeks, and how you too can install the Process Street Slack App immediately.

Read the following sections to get clued-up:

• How Slack Apps can help you improve workplace productivity
• How we built a Slack App in 2 weeks
• How to install the Process Street Slack App right now

Ready for a peek behind the scenes? 👀
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Until a few weeks ago, I had no idea what exactly a full-stack engineer was, let alone what the role entailed. I know, I know – I work for a tech startup, I should know these things.

You’re right; I should.

So, to educate myself, I sat down with one of Process Street’s engineers, Herbie Porter, to discuss what he does, his first year at Process Street, and the art of making pandemic cocktails:

• The very distinguished Mr. Herbie Porter
• One year ago today…
• The makings of a programmer
• Shape Up with Process Street
• Essential tools for the discerning engineer

It is my privilege to introduce you to…
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