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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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.

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

• A brief explanation of approvals
• Supercharge approvals with Process Street’s features
• Using approvals in Process Street
• Approval use case #1: Holiday and time-off requests
• Approval use case #2: Client onboarding
• Approval use case #3: The hiring process
• Approval use case #4: The time-strapped CEO
• You can approve (or reject) tasks directly from your phone’s email app
• Harness the power of a simplified approval workflow today!

Now, let’s dive straight in.

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Today we’re excited to announce the release of Process Street’s new UI (UI or User Interface is a fancy way of saying “how the app looks and feels”).

If you’ve been in the app in the last day you would’ve seen we finished the last few screens of the new UI and the app now is completely converted over.

We’re going to be focusing on optimizing the look over the next few weeks as we get feedback from you, our users, on what you like and don’t like – in case that wasn’t clear, I’m encouraging you to talk to us : ) – [email protected]

Below are some of the key changes we made, but you really need to login yourself to experience it in all its glory.

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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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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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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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Process Street is the easiest way to create workflows for your team and track their progress. Our simple process creator helps teams build checklists for everything from employee onboarding to content promotion.

Often, processes are too delicate to handle in a free-for-all checklist, and you need more control over the order tasks are completed.

That’s where stop tasks come in.

Put simply, stop tasks prevent users from working through a checklist until the stop task has been completed.

In template view, stop tasks are indicated with a ✋-style icon just underneath the task number.

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When we started building Process Street, we thought we knew all the features our users would need.

We were quick to learn that we’d left an awful lot out…

After a year of continuous development, we’re rolling out Process Street 2.0 — a whole new app with a ton more functionality, including:

• A rebuilt UI from the ground up
• Form builder and automation
• Task assignments and due dates
• Run links and checklist sharing
• Zapier, Google Apps, and Microsoft integrations
• Easily complete tasks and checklists

Process Street isn’t just a checklist app anymore. It’s a complete platform for workflow automation, business process management and reporting. Continue Reading

Hooray!

We’re pleased to announce yet another integration for Process Street. This time it’s a big one — Zapier. It connects us with over 400 different services including Salesforce, Mailchimp, Wufoo and the whole suite of Google Apps.

If Zapier was a physical object, it would look a bit like a universal remote connected to an unmanageable tangle of wires with ends that slot into every different kind of machine. Thankfully, it’s a clean-cut, user-friendly and genius SaaS app that has huge potential for creativity and workflow streamlining. It makes it easy for non-developers to connect their web services together, saving time and improving productivity.

If you’re already familiar with integrations and want to get stuck in straight away, click here for 50 ways to automate your workflow with Process Street.

To learn more about Process Street (what it does and how it works) check out our help site. For the help document on our Zapier integration, click here.

Let’s take a look at how Process Street and Zapier can work together.

Using Process Street Forms with Zapier Intro

Customer Success Integraton Explained

https://process.wistia.com/medias/frwvim9qtl

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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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