The introduction to Process Street for consultants covered the basics of using the app, but now it’s time to take a deep dive into the advanced features.
Using these, I’ll show you how to make the most of your business processes, automate your busy work, be more productive in general, and make sure that you and your clients’ operations are both scalable and efficient.
- Copy templates between organizations to easily hand them off to clients
- Customize your template overview to have a personal view of all checklists run
- Share, embed, export, and print templates and checklists to allow off-and-online access, whether the recipient has a Process Street account or not
- Automate basic tasks to free up time, letting you and your clients scale more easily
- Use “variable” information to keep data across your checklist in sync
- Create custom links which trigger new checklists (and push data into these new checklists automatically)
- Integrate Process Street with other apps and websites using custom links
It’s time to get stuck into the meat of how to make the most of Process Street’s advanced features and further benefit your clients.