You’ve just closed a major deal.

It’s taken months of hard work to successfully convey the value of your product and negotiate a solid agreement. The sales team are pumped, managers have a big smile on their faces, and the customer success team are readying themselves to take on a high-value customer.

Ensuring a smooth handoff from the account executive (AE) to the relevant customer success manager (CSM) is now the priority. This critical process cannot be overlooked if you are hoping to build a trusting, long-term relationship that keeps both parties happy.

There are numerous tasks that need to be completed during the handoff, and they must be done efficiently or the customer could get the wrong impression.

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There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes.

Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount of value.

In this post, we’re going to take a closer look at one feature in particular: form fields.

An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.

The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.

First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.

Let’s get started.

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Are you scrambling to keep up with your tasks and stay on top of priorities?

With tasks scattered all over the internet and no concrete place to see everything in one list, it’s not only difficult to manage your work — it’s nerve-wracking.

Enter Inbox for Process Street — making task and process management as easy as working through a single list.

Add an assignee to a task within a larger process, and the task will appear in their inbox. Due dates help you straighten your priorities, hit project deadlines, and show your team what they should be working on first.

Let’s take a look at how Inbox can make you more productive.
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The days of a business being run on email and local spreadsheets are long gone. No more sending over files, losing data and waiting for hours to hear back from a co-worker.

Thanks to SaaS apps, the team here at Process Street are able to efficiently collaborate and consistently create a high volume of quality content.

Our main tool of choice is obviously Process Street itself, as it’s the easiest way to manage company processes. Our process templates allow us to approach each piece of work with a consistent approach.

A process template can be run as a checklist for one person, or involving multiple people. We use features like task assignments to make sure the designer creates a header image, the team can give feedback, and the editor can make final reviews and publish.

Process Street is like the spine for everything we do. Branching off from there you’ll find a host of other tools which help us do all our other tasks. We love tools which are cloud based, easy to use, and can integrate with Process Street to automate tasks.

These tools help us to produce our content and keep organized as a team.

Here are the five main online collaboration tools we use to do that — some you’ve almost definitely heard of, others may not be so familiar.

Regardless, I hope this toolbox helps you collaborate with your team!

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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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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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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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“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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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.

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

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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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