All posts in Technology


How to Assign Tasks Dynamically: Role Assignments in Process Street

Role Assignments

Assigning team members to their tasks is a duty which is as vital as it is tedious.

Everyone pretty much knows what they should be doing, so there’s no need to directly assign them to everything when you could be spending time on more important tasks, right?

Wrong.

Human error (of which memory plays a huge part) affects 1/100 routine tasks where care is needed. This means that the people responsible either makes a mistake or forgets what they need to do (hence why documented processes are so important).

That’s why we here at Process Street have a role assignment feature in our checklists.

Role assignments let you dictate who each task in your process checklists needs to be assigned to without fail every time. All you need to do is set up the role which will have the task assigned, then Process Street does the rest.

Ready to assign your tasks without fail, fuss or tedious fiddling? Then let’s dive right in.

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The 11 Best Screen Sharing Apps (And How to Use Them)

screen sharing
Whether you’re in a meeting or doing customer support, screen sharing is one of the best ways to illustrate your point without frustrating anyone in the call.

That is if you can get an app which lets you share your screen without an issue.

We’ve all been there before – you’ve shown up early to a meeting only to have your technology die on you. Maybe the call quality was so bad you couldn’t hear each other speak or perhaps the other person was forced to download a new app before being able to see your screen.

No matter your troubles, this list will clear up which screen sharing apps are the best for you to use, why, and why other options aren’t up-to-scratch.

I’ll be covering:

  • Zoom
  • Join.me
  • Skype
  • GoToMeeting
  • Slack
  • Appear.in
  • Screenleap
  • Google Hangouts
  • Mikogo
  • Chrome Remote Desktop
  • USE Together

Ready? Let’s go.
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All The Tools You Need To Set Up An Effective Link Building Campaign

link building campaign toolsThis is a guest post from Nikola Banicek, an internet marketing specialist at Point Visible, a marketing agency providing custom outreach and link building services. He’s a laid-back guy with experience in PPC, copywriting, and project planning. When he’s not working, he’s either gaming, watching football or anime.

Link building is essential if you want to rank higher and position yourself as an authority in your niche.

The problem is, of course, that link building isn’t easy. It takes time, effort, patience, and skill. The rewards are big – but only if you get the process right.

This is where tools come in.

Tools are designed to solve problems and make your life more efficient. And in the link-building game, there are lots of problems to solve! From finding better link building opportunities to managing your whole projects, tools have got you covered.

But which ones should you be using and for what purpose?

In this Process Street article, we take a look at all the tools you need to set-up an effective link building campaign.

Link building campaign tools: The quicklinks!

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7 Key Tools for the Ultimate Paperless Office (Your Go-Paperless-Stack)

paperless officeWhether you want to reduce your environmental impact, be more efficient, or reduce your expenses to Dunder Mifflin, going paperless is a really positive step forward for your business.

Operating in a paperless office means all activity and work is recorded and can be easily found. It means you can send work over to other colleagues in seconds. It means you don’t need huge filing cabinets taking up valuable space.

It’s just better in many many ways.

Even if you want to keep paper as a small part of your life, taking the necessary steps toward a paperless office will yield results.

So how do we create a paperless office?

The answer is in the tools you choose to use for your business. Any business may have specialist tools specific to their industry, but we’ve tried to pick out 7 tools which can collectively cover almost all aspects of a company’s operations.

You’ve got your email, word processing, spreadsheets, databases, kanban boards, BPM software, accounting, software development, automation, communication, and funny gif sending software. And that’s just the start of what these tools can achieve.

In this Process Street article, we’re going to go through each one by one and give you an introduction. Some tools you might already be familiar with, but I’m sure at least one will be new!

Here are our paperless office quicklinks:

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Outlook Add-ins for Sales: How to Best Convert Prospects into Customers

outlook add insThis is a guest post from Kyle Anderson; a freelance tech journalist whose typical day is spent scouring the web for the latest developments in the world of business tools and software. He loves any type of software that automates his life! For his pastimes, he is an avid lover of travelling, poetry, and photography.

When it comes to prospecting and the wider sales process, there’s never a shortage of tools you can use to make your work easier and more efficient. One of the most versatile of them is Outlook, a Microsoft tool that is popularly known for email and business calendar management.

However, Outlook is not limited to just these two functions.

You can easily unlock its hidden power by integrating it with compatible add-ins and other extensions. In the end, you’ll be able to complete a broad range of business functions including market/customer research, communication with your clients, document sharing, accounting, and more.

In this Process Street post, we take a look at how you can run a successful outreach campaign for your sales cycle using Outlook and its supported add-ins.

We’ll cover:

  • Lead qualification Outlook Add-ins
  • Email template Outlook Add-ins
  • Meeting scheduling Outlook Add-ins
  • Contract signing Outlook Add-ins
  • Accounting and invoicing Outlook Add-ins

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What is Runbook Automation? Process Clarity for More Than Just IT

runbook automationWe all know processes are important.

Having a clear set of processes or procedures for repetitive or recurring tasks is a crucial way to make sure your output is the best it can be every time.

Those set game plans for how to approach a task can also help you to improve the way you approach those tasks.

Part of that improvement process can be automating elements of the flow to boost reliability and efficiency.

The world of IT provides us with a clear example of the vast efficiency benefits which can be achieved through carefully mapping tasks and seeking to improve the process which ties them together.

One such example is runbook automation, and in this Process Street article we’re going to look at:

  • What is runbook automation?
  • How do companies use runbook automation?
  • What can we learn from runbook automation to improve other teams?
  • How Process Street can help you automate set procedures

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Airtable vs Trello: The Best of Task and Project Management

airtable vs trello

Airtable vs Trello. Which is better?

Our team had been using Trello for years and had only recently undergone a transition to Airtable. We were having a tough time adjusting (old habits die hard), and my Process Street colleague Ben Brandall was trying to get to the bottom of why.

We love improving our productivity using everything from business process automation to focus music, and this case was no different.

Trello is a powerhouse of task management but Airtable is a masterful mix of database, spreadsheet, task and project management app. How are you supposed to choose?

That’s why I’m writing this post. After having used both apps personally and professionally for more than three years, I’ve been able to get to grips with who these apps are designed for and what makes them useful.

Most of all, you can learn from this to see which app would suit you instead of spending years testing them out yourself.

Let’s get started.

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iOS 12: Shortcuts, Siri & Zapier – 10 Awesome Automation Ideas

ios shortcuts

Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate?

Or, picture this: you easily send a quick follow-up email, record meeting notes in real time, create new projects, send surveys, schedule meetings, and much more by simply talking to Siri.

You can do all of this and more with Shortcuts for iOS 12 in combination with Siri and Process Street, using the power of Zapier integrations.

Shortcuts, formerly known as Workflow, puts Siri in the control seat of your business workflows, with more power and usefulness than ever before. Using custom phrases recorded and added to Siri’s library of voice gestures, you can trigger a series of actions across multiple apps.

There are two ways to use Shortcuts. The best option is the Shortcuts app itself, which is where you can create your own workflows from scratch. The app also comes with a gallery of suggested shortcuts curated by Apple. Separate from this, Siri will recommend shortcuts based on your daily iPhone activity. You can see these in Settings under Siri & Search.

Here’s a quick list of all of the ideas I’ll be covering in this post, before we dive in:

  • 1. Dictate meeting notes straight to your CRM
  • 2. Send an electronic contract when timing is crucial
  • 3. Master your calendar in an instant
  • 4. Kickstart your client onboarding process
  • 5. Get paid faster by sending your invoices ASAP
  • 6. Assign your team members on the go
  • 7. Grab and archive snapshots of your working screen-space during a technical audit
  • 8. Jump straight back into your drafts, anywhere, any time
  • 9. Dictate an email to your assistant
  • 10. Manage your tasks with a dynamic to-do list

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6 Tasks We Automate to Make More Time for Work That Matters

automate tasks
Automation is on everyone’s lips right now.

And for good reason.

Deciding to automate tasks in your workflow can free you to focus on the things you want to be doing – the things which really create value for your business.

According to a report from McKinsey, Four Fundamentals of Workplace Automation, 15% of the average marketing executive’s time could be automated using existing commercially available tools and software.

Think of the productivity gains available if you could implement that company-wide.

More startling: that report is probably out of date.

Automation technologies are moving at such an incredible rate that new opportunities are appearing all the time. In this article, I’ll run you through a number of our real-life use cases for simple things in our business which we automate to either save time or improve processes.

Here’s a quick overview:

  • Automatically launch actions like Process Street checklists from moving Trello cards
  • Use dictation software to write at a higher speed and with less effort
  • Tweets containing our domain are automatically posted in Slack so we can see feedback in real time
  • Meeting notes are automatically posted in our Slack channel to update the rest of the team about the results of any meeting
  • Posting in Slack to automatically create a new entry line in our Airtable database
  • To book meetings we use Calendly connected with Google Calendar to make sure one-off meetings always occur when someone is available.

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UML Tutorial: How to Model any Process or Structure in Your Business

uml-tutorial-how-to-model-any-process-or-structure-in-your-business

Universal Modeling Language (UML) is a way of visualizing a software program using a collection of diagrams. That is perhaps the simplest way to define it.

If you’re looking for a full-winded definition, here it is:

“The Unified Modeling Language (UML) was created to forge a common, semantically and syntactically rich visual modeling language for the architecture, design, and implementation of complex software systems both structurally and behaviorally.”Lucidchart, What is Unified Modeling Language

UML has many advantages including flexibility, an abundance of tools, and the capacity to model systems from both a structural and behavioral perspective.

Nevertheless, it can sometimes be overwhelming.

A focus on simplicity is, therefore, essential to not only creating actionable diagrams, but also to avoid pulling your hair out in the process!

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