Information Technology (IT) Software to Manage Core Processes

A secure, scalable no-code management tool that supports growing businesses!

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Process Street's IT workflow software powers your operations and allows you to control the workflow

Keep all of your internal processes, documents, and information in one place, and turn Process Street into your IT command station.

Don't just document your processes; make them actionable. See all work currently in progress, and find the checklists you and your team are working on in seconds.

Save money by eliminating paper forms, automate manual work, and take advantage of our competitive pricing plans by using Process Street.

When you have the process laid out in front of you, no time is wasted. Process Street also empowers you to easily automate manual recurring tasks, so you can focus on doing the work that will have the most impact.

Effortlessly integrate your team with task and role assignment features. Your team will be notified immediately, so they can jump into a Process Street checklist and complete their assigned work with zero friction.

WORKFLOWS

Our user-friendly no-code editor lets you drag-and-drop rich form fields, enabling you to quickly document your processes. Information like documents, text, emails, even images and video URLs, can then all be captured in an incredibly streamlined way.

APPROVALS

Thanks to our approvals feature, decision-makers can approve or reject important items at a click of a button. And seeing as approvals can be done on the move via our iOS app or when at home via your browser, projects and processes will never be waylaid again.

COLLABORATION

Assign your team their responsibilities with task and role assignments. Each individual will be notified when their work is due, and you can even jump in to assist them with a specific task in the process (great for training and onboarding).

INTEGRATIONS

Automate your daily recurring tasks with Zapier, Webhooks, or API integrations, connecting Process Street with all of your favorite applications — over 2,000+, in fact! This means you don't have to worry about siloing the other tools you love to use.

FORMS

Text fields (long and short), email, URL, file upload (and download!), multiple-choice, sub-checklists, and more — all in one place. Boost all of these with powerful automations, which are easy to set up, and you'll have more control than ever before over your information infrastructure.

CONDITIONAL LOGIC

With advanced features like conditional logic, you're able to create dynamic workflows that immediately adapt to your team’s changing needs. Now you don't have to create separate checklists for every possible slight variation in a process.

DASHBOARD

Access your single-source-of-truth (SSOT) from anywhere, at any time, and from any device by using Process Street. Tag your internal procedures for organized storage and use permissions to control who has access to what information, and when. Then, utilize the checklist dashboard to see who's doing what, when, and how.

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Client Data Backup

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Employee Onboarding

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Daily and Weekly Tasks

Incident Response

Candidate Screening

Property Management

Invoice Generation

Server Audit

Our template library has hundreds of tried-and-tested checklists to help you take control of your information technology processes. See a template you like? Add it instantly. Want to make some changes? Edit it, effortlessly.

Onboarding is without a doubt one of the most important processes in your business. Keeping everything organized, and maintaining a clear record of work done is essential to a successful onboarding process. This checklist will allow you to track the progress of new employees and ensure all training and relevant information can be accessed from one central place, at any time, securely. Optimized for teams already, just plug and play!

Many organizations depend on secure, internal email servers. It's essential that proper security procedures are followed to reduce the threat of malicious actors gaining access to sensitive information. In this checklist, we cover many security steps to give you as many defensive options as possible. Some of these steps are technical in nature, such as enabling DKIM or DMARC. However, human error is one of the greatest threats to any network, which is why following a clear process is so important!

REGISTER FOR OUR WEBINARS

Join us and become a process pro. Every month we dive into the uncharted waters of process innovation and excellence. Topics include process building best practices to hacks for automation. Seeing as our webinars are hosted online, there's no reason why you can't attend the next one.

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It's true: Process Street has helped businesses to save money, be more productive, reduce errors, grow their business, and much, much more. Read the case studies below to find out how.

 Will you be the next great company to join us?

Take your Process Street workflows to the next level, thanks to the high-quality videos in our video library.

4:40

To understand the ins and outs of our information technology software, check out this demo video. It explains how Process Street can be used in just 4 minutes!

2:04

Our approvals feature enables teams to be in charge of the approval workflow. Set up single instance approvals, multi-stage and sequential approvals easily.

2:58

Checklists don't have to be static — with conditional logic, they can dynamically adapt in the exact way your team needs them to. Every. Single. Time.

2:50

Before using more advanced features, get the basics down of creating and editing effective process templates.

1:46

Templates are the core versions of a process. Checklists, meanwhile, while are single-run instances that can be worked through.

7:02

Enforce order with stop tasks. Stop tasks ensure priority tasks are completed before the user can move on.

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