Hello everyone and welcome back to the Keep Productive YouTube channel
It is francesco again back for another video
And then today what I wanted to do is explore an application called Process Street, now
This is an internal wiki tool that is actually actually discovered it when I was working with Barbara from simplified days
She was using it as her internal wiki to provide team the team with all the information
They need to know without necessarily having to nudge each other all the time
Very similar to applications like tetra slab and of course notion
So this will be a walk through of process street giving you a bit of an idea of how to
Understand the application also kind of giving it the most suitable recommendations near the end at whether this is an application for your business
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So guys
Let's dive into process street named Process Street at process.sT
It is an application that was started back in
2013 so they've been around for a little bit of time now
Probably one of the more long-term wiki tools that have been out there
Now it sort of tagline is to help teams with recurring checklists and processes again
it's this internal wiki tool that will help you to monitor and manage all of the information that your team needs to know and
What I would say is it's a very robust solution from being able to use it
And it does have a huge amount of workflows
Which we'll be diving into a little bit, but where to be doing a separate video on that
To sort of dig deeper. Now the goal of this internal wiki is to minimize training costs produce recurring check lists
And also to improve siloed information that might be available through your slack. So let's touch on the pricing before we begin
It's $15 per user per month for the business plan, which gives you a 14-day free trial
There is a free plan
Of course
they don't actually make now where to start but it is available and
They do have it only available through the web version at the moment, but they are planning to release mobile editions according to the team
So just to touch on security as well, cuz I know a lot of people get
You know worried about security Amazon servers, they use RDS and s3
and they have a good security page the outlines everything and
From what I've read online, they've had a good record in terms of security and making sure your information is safe
So we're actually going to start here on the home page
So you can see that you get to sort of two main tabs the home page with all of your sort of templates and starting
Information and you would build build and building out and where should be doing three demonstrations today
And you also get in inbox as well and in inboxes where you're tagged in
tasks and that's really easy to be do so, you can obviously see assigned by me or you can actually you know
Actually break it down into the different departments per group or per email. So we'll touch on that a little later
You also got upcoming as well
So these are tasks that you might have future planned and you can also search tasks directly here, too
Okay, guys
So here we are with
Prosess tree and what I want to do with you guys today is sort of explore the core features of this application
So we are here on the home area. There is two main areas
There's home and inbox I'll come to inbox near at the end as we begin to sign ourselves some tasks inside this
application as I said, this is more of a checklist application
we'll be touching on the automation side of it in another video because I believe it means it needs much more attention than
You know initially sort of crated now, you can't go ahead and create a blank template. This essentially allows you to create a brand-new
Checklist or template to get you started
so for example
If we wanted to start it on content writing checklist
We can do so and this will be stored inside of the home area if you don't have any folders
So just to get you a basic understanding of the core sort of
Experience and being able to create a brand-new checklist is over here
You've got the steps so you can have as many steps as you like each step has a title
so for example
We want to say maybe title creation because this is an article then obviously now it's going to be step one
Step two is a brand new area. So image selection
For header, this is all obviously relevant to the content writing
You can add a description up here if you want to add a bit more detail on it, obviously modify the title
but if you want to be able to obviously go in and change things you can obviously
See that you've got this tab on the right-hand side called content and you can drag in relevant bits to build up that page
Now very similar to an internal wiki like notion, you can obviously add and build on to this with images videos files
Subtasks, but you can even add send email and there's relevant form folders, too
So for example if you wanted to create a checklist
For example for anyone that is new to the company that needs a new laptop
That needs to get things started and be able to fill in some forms that is relevant to that
You could use the form section to create a really useful guide on how to do this
Then actually set up an automation process
So for example when they've filled in that form
They can send it to the HR department to go and order the specific laptop that they need
So that's just a good example of how it can be used
So we're gonna really touch lightly on the basic settings and we're gonna go into the pre-made
Templates because I think this is where a lot of the magic is you can assign
our it to a specific person you can assign to multiple people but let's say you want to do group at my department this could
be
Actually, it's for marketing not finance, but you can now have multiple
Sort of roles for them, which is good
and if I wanted to I could go and see who's exactly been invited and removed them so you can see this is a
marketing only
item, so actually that's really helpful because you can even add a finance process like paying for example paying a
contributor and
This obviously would be assigned to the finance side of stuff
So it is actually really helpful for managing the process
and actually be able to
Make sure who's got what and you can even give it due dates if it's very needed in this case
it actually doesn't need due dates, but it's very simply you can see when the tasks will be due and how many days or
after
You know
For example the checklist start date so you can actually add some before and after conditional formatting
Which is a dynamic due date you can add a stop as well
For example, if you add a stop it means that this task must be completed before this task a bit like a dependency
Which does help you to process stuff and you can modify the permissions here
You can invite relevant people the guests the share links and even our permission down here to specific people. So
You can see here that that's a custom set up. So for example, you could have
marketing finance not even seeing what the marketing are doing just by going to the custom SAP and
Adding permissions to marketing only and if I remove the all members you can see that that so in this case
It's visible to marketing. And anyone that has a share link or is a guest inside of the workspace
So that way the finance department won't be able to medal. They'll see any of the specifics in the
Stuff that you don't need to know
So if I press save obviously it saves a template with vision
And if I go back to home, actually if I go back to home, I'll show you that in a second
You can see it appears at the top here
Now if you've got a few settings if you wanted to have an automation, for example, like running a checklist you can do again
We'll be touching on that in a separate video because I believe that's a bit more detail
You can obviously run the multiple checklist sheduled the checklist for another time if you wanted to show to it
It means that you obviously bill to have to repeat it
you can also change the for example, this could be useful for like a
set routine that you have in the office like
Cleaning no not cleaning. I don't know something that is office related. Like let me try and think like an
administration tasks like
Submitting for awards and things like that
Something that requires a routine process. I probably use really bad examples there
So if I go to more I can add it to public library
I can archive it can move it and it can even export them as CSV, which is quite helpful
I can add relevant tags
If I wanted to add a tag like content I could add a tag there that is brilliant. I could even add a Yammer group
Which it means that any of the comments and additions to it is updated inside the Yammer group
Which is I guess I like slack
I've never actually heard of it but the cool thing is if I wanted to so this is the more like view as
Addition, so this is an editing this template
You can actually view it here and be able to get in there bit more detail. You can even see the times
It's been run and the status of the project now again run checklist
I am really doing it
Not as much grace because I want to do a full video on this one and in terms of getting it a bit deeper
So obviously down here you can create a folder on a new tag. You can see tags appear down here so you can filter down
Specific things for each department or each topic, but I'm going to go ahead and create a new
Pre-made template. So let's say I wanted to do the podcast
publishing checklist and this actually has
Run this check list to publish your podcast. You can customize it
So all you have to do to actually modify and is just press customize and it will copy it to your home area
now this is really useful because once it once the template is imported you aren't access to it so you can see here that
Somebody's made a really intricate and quite long
59 checklist points and actually be able to create headers in there
So the way you create headers is just by adding a colon after it and it'll create these bold headers
but he's a good way to separate the content so you can see all the facts here for the
Podcasting and somebody's created this really really used and like a useful guide and actually creating podcasts
but you can see here that obviously
You've got some videos included in here
So this is a really good internal wiki example of how to get started
And of course you can go in and edit this template
Let's find another one because I want to show it in a bit better light employee onboarding
So this might be useful for a department. It's have a new ploy employee come onboard and want to be able to set a process
To having that new employee. Come on board. So here you can see you can contact the employer
Candidate so here. Let's go into the edit this template
so if you see contact the
Candidate the first step is to touch base with the new employee use the form below to record their name and email
So in this case, you might want to add their name up here and their email and when the meeting is required
so if I go back to Save Changes and
For example, I'm in this process
I'm like, okay, I want to be able to add this if I press run checklist, you can obviously get started
So once you run the checklist, it will make all of those forms available
So here we are running our first checklist
You can actually go and see obviously you'd start so you can complete the task or you can just go to next
In this case. I'm going to complete the tasks. You can write comments
You can attach stuff but let's say I'm going to complete the tasks
So obviously it goes to the next area and there is nothing here
This is just a heading. So if I want to say the employee name is Bob
and it's Bob at Bob calm and
I want to set a meeting date I can do so tomorrow maybe and
There we go, so I can complete the task and you can see that I can go to the next area
You can even add all the reference information like sending all the relevant details of the person
And I can skip forward and I can check things off and so I can always blow. Um
Ticking ticking off to be able to you know, make sure that I've followed all these
using the candidates what date I gave the offer so I can save that there and
Obviously that I can actually send a confirmation email using the widget
So for example I have to do to send that is it will connect up with your mail application in this case?
It's actually loading up Swift because I've got that set up
So I'm just going to edit out there so it can actually set up
Send the email which is amazing using variables. So obviously I can I can prepare the offer letter here
I'll actually show you how we can sort of set this up and how this is actually set up inside of the
Detect list afterwards, but you can see a progress bar up here of everything happening
But you can also upload the offer letter upload the sign
You know and download certain samples, which is quite cool and that will be sent away to them, which is really handy. So
Actually, this is not just an application that helps you to use an internal wiki
But the checklists actually help you to do a process actually go through or work from forcing yourself to send the relevant information
So that's really really handy
Now if I go to complete checklists, you can see a little celebration for the completion of the checklist if I go to home
So if I go to home here, obviously, I've done the employee onboarding
Let's go and edit this one and see actually what was included. So for example, um
The prepare offer letter. It's very simply a file file to be uploaded here and required as well
This is really useful and also having the file as well down here. You can actually add ones to be downloaded
We is really helpful now for that
Natural sending of the email I believe that was in contact the candidate. Oh, no, it was in contact reference
No, it was in offer bloody. Oh it isn't offer there. So all I had to do there is add a few variables
So for example the form employee email and also
What you're actually gonna be sending. So for example in this case. Congratulations to the name of the employee
Which has been brought in from here, which is very smart. So they've connected up these variables
Really really I guess a little bit more
Intricate to then say just a regular application
so to add a variable all you need to do is press these like
magic icons near the the items and be able to add them in say for example for when I say
After you got the interview, you've got the job and then let's add the employee
Information and I ain't name. So employee name. There we go
And you can see here that obviously when it comes up it go it will say you've you've got the job Bob
And fill in all the blanks. So that's really really handy. We saw that in the relevant
So Gunners process street is a really interesting application
I will be touching into the details more because I think it's more of an advanced application than I initially thought
I
was using it really as an internal wiki inside of
using it with
Simplified days in the team and it was actually really useful
But we never used the run checklist, or at least I never used it
And it would be something that I think I want to do a separate video on
Digging into how you can create these run checklists because if you're looking at this as a resource to get started
Hopefully this gave you a nice walkthrough or overview of it
Please let me know in comments whether you are or will be using this application
There's a link in description that you can use to check out process street
and you can find all that but this can be used for anything from
content writing in client onboarding weekly tasks and even some
templates in workflows that you have in your team and
You can connect it up in a really advanced manner any of you guys will be coming back to this
So, please do let me know in the description whether you want me to touch on a specific topic
I will happily happily help anyone guys. Thanks so much. Talk to you soon about process Street
Thanks, dude, Monday dokkan for sponsoring and I'll see you guys in a future video. Cheers everyone