All posts in Product Demo


How to Create and Use Quiz Templates in Process Street With Conditional Logic

quiz-templateYou asked…

We listened.

Let me introduce you to Process Street’s swanky updated feature, conditional logic within tasks.

What does this mean?

Simply put, it means that you can use Process Street to build quiz templates by creating rules within tasks using conditional logic – these rules then generate personalized outcomes.

In other words, you can create tasks within checklists that adapt to meet your personal needs and circumstance.

Conditional logic within tasks can also be used to shorten the length of your overall template.
Say goodbye to scrolling through irrelevant questions that don’t apply to you and claim back the time you once wasted filling out online forms.

To find out more about this feature and to see it in action check out our pre-made free templates and keep reading.

Alternatively, to jump to a specific section of this post, click the appropriate link below.

To get started, here’s a quick list of all the templates in this post:

Read on to learn how conditional logic helps to make your daily workload easier.
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Checklist Dashboard: The Best Way to Keep Track of Your Team with Process Street

Checklist dashboard

Imagine your business is a car.

Whether it’s a new, sporty little number or an old, cumbersome hatchback, aside from an engine and four wheels, what does it need to run smoothly?

A dashboard.

A dashboard will advise you to slow down when you’re moving too fast. It will tell you when more fuel is needed. It will alert you when there’s a problem.

A good dashboard will save you heaps of time, effort, and money, while you’re under the hood, trying to work out why you’re not reaching your goal quickly enough.

Lucky for you, Process Street has just the ticket.

Our checklist dashboard has been designed and built to give you an instant snapshot of your team, or company’s, performance so you can stay on track and reach your business goals.

Want to find out more?

Join me on a journey, where we will accelerate through the following topics to get you up to speed with the checklist dashboard and how you can use it in your business:

Buckle up and put your foot down! Let’s go!

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Approvals: How to Streamline Decision-Making in Process Street

Approvals

Major setbacks. Lengthy delays. Unnecessary bottlenecks. When important items aren’t rejected or approved in time, progress is halted.

Take the United States’ government shutdown in 2019.

The shutdown meant the U.S. Small Business Administration – which backs entrepreneurs and small businesses with financial loans – could no longer approve loan applications.

The result? Small businesses turned to high-cost, short-term lenders, entrepreneurs couldn’t buy the necessary products their business relied upon, and the delay itself caused widespread anxiety among those who were relying on loans being granted. Financially-speaking, the lack of approvals caused a delay of $2 billion in SBA lending.

At Process Street (if you don’t know our app, it’s state-of-the-art BPM software!) we know how important it is for teams to get items approved or rejected, so that business processes and projects can be completed on time.

That’s why we’ve introduced approvals.

With approvals, decision-makers can give the go-ahead (or rejection) regarding important items, on top of providing any necessary comments.

Manager approvals

Want to know more about this game-changing feature and how it can dramatically improve workflows for your team? Read through the following sections:

Now, let’s dive straight in.

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How to Make Your Own Aptitude Test with Process Street (6 Free Templates)

How to make your own aptitude test with process street

Career aptitude tests are powerful tools for both employers and employees alike. They can be used to gain insight into personal tendencies and make informed responses to career and hiring decisions.

Tests like these can differ in:

  • Purpose (i.e. for career placement, selection, counseling, or training)
  • What they measure (i.e. what they are designed to measure, be it personality type, skills, work approaches, values, or vocational interests)
  • What they predict (i.e. performance, quality of work, management potential, career success and satisfaction, your next job)
  • Format (online, paper form, in-person)
  • Standardization and rigor (how subjective or objective are the test results?)

Some tests are highly structured, with definitive quantifiable outcomes; others are more flexible, and designed to be personally interpreted.

This article will look at six different types of aptitude test, broadly defined, and run through the process of how you can build your own aptitude tests using Process Street.

We’ll cover:

Let’s get started. Continue Reading

How to Create Your First Product Demo Video as a Total Newbie

Product Demo Video

Like any employee who works at a young startup, last month I was given a task which threw me far out of my depth.

Even though I’m an audio tech graduate whose final project was video-based, I can’t say that my skills destroying VHS tapes and creating feedback loops translated too well.

Either way, the task was clear:

Create a 5-minute demo video for Process Street showing off most of the features, with screen recordings and slides.

It took me much longer than it should have. But, in the end, I polished it off nicely and got back to doing what I’m better at — writing articles (phew).

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How to Optimize Your Approval Process and Smash the Bottleneck

approval process headerWhether you’re submitting a draft of an article for review, collating a report for senior management, or presenting a product design, you probably need someone to sign off on your work.

This happens day in day out in organizations all around the world.

Yet, the sign off process can be slow and littered with delays.

Anyone who has worked in software development will know the pain of submitting work for review, only for revisions and changes to drone on and on. The time spent waiting can sometimes be as much as the time spent working.

And this, friends, is bad for business.

Last week I published an article on Muda – waste in production systems – and laid out the different ways poor processes create waste and damage business performance. One of those wastes is referred to as Time on Hand, or waiting.

In this article, we’ll look to cover the most common occurrence of this waste: the approval flow. We’ll look at:

  • What an approval process is
  • What common approval workflows are
  • Best practices for approvals
  • How you can use Process Street to streamline your approvals

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Announcing Process Street + Yammer Integration!

Yammerand Process Street

What is Yammer?

Yammer could be described as Facebook for enterprises. It’s an enterprise social network that supports a range of integrated apps to combine the usual company and team group emails into one easily scannable feed.

It has a main ‘public’ feed that could be compared to the office water cooler, as well as invite-only groups for departmental discussions and idea sharing (football banter and posting silly gifs).

Even though some companies have offices in different countries, Yammer breaks these boundaries and promotes collaboration between teams, departments and branches, inviting comments, likes and other familiar social features.

Part of the idea behind the ‘public’ nature of Yammer is accountability. No one can say they didn’t get the email or didn’t hear about the meeting if it was published openly on the company Yammer. The same goes for Process Street checklists, because now activity is pushed directly to the Yammer feed for all to see and interact with.

Yammer now has over 14,000,000 users from more than 300,000 enterprises and is establishing itself as a home for open communication by promoting ‘working out loud‘.

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Attach Files and Images to Checklists

Attach files to checklist

We’re on a mission to make Process Street the simplest, most powerful checklist tool ever made. That means creating new awesome features, and making the ones we have even more awesome!

Today we have a neat little release, which allows you to attach files and images to comments.

This significantly opens up Process Street as a two-way communication channel, allowing you to download a form, complete it and re-attach it, for example. Or attach screenshots of a completed job to a task.

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Managers, Users and Admins – How Roles and Permissions Work with Process Street

You can now control the permissions of users in your Process Street teams.

Watch the below video for details:

Below is an outline of the different roles inside Process Street and what permissions they have.

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Break Up your Process Templates with Task Headers

Task Headers

We have released a new version of Process Street today, with a few small features and a lot of security, speed and data integrity updates.

The biggest difference you will notice is the introduction of Task Headers. These allow you to break up a process into sections using headers. To turn a task into a header, simply add a colon “:” to the end of it.

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