Process Street For Advanced To Do Lists

When I began this blog I talked about productivity tools a lot. Of course, there is only so much we can try at one time before we start losing insight on what we’re doing and it’s important to take a break and just go along with how things are.

Having had that break, I’m ready to start trying out new tools again, and one of those is Process Street.

I found Process Street because I found myself restrained by the checklist features in Trello and other checklist apps seemed more geared toward a one-use checklist each time, while I needed checklists that I could fill out again and again.

In Process Street, each of your main checklist items can also have sub-tasks (a big plus) as well as text boxes for titles or descriptions, images, videos and attaching files. That is barely scratching the surface of what it can do and for a full view of the features, I would recommend going and checking out their site and even making a free account, their tutorial checklist does a great job of introducing the features.

Instead I’ll focus on how this is more helpful than a simple checklist.

It begins with you creating a checklist template, which can contain sub-tasks, file attachments, images and instructions for each checklist item. Once you’ve created the template, you can ‘run’ it with it’s own name (I run monthly reports so I just name them for each month) and then start ticking off the items as you complete them.

process_st

Don’t worry, the interface is a lot nicer than my crappy doodle above!

Being able to run the same checklist over and over again was one of the killer features for me, as although I do get to do a lot of ad-hoc work each month, I also have to run the same reports each month with very little changes in the process (until I improve them that is).

Another killer feature I found was that you could not only have Process Street run a new checklist for you on a specified date and time, but you can also have it email you with a link to that checklist. I have a weekly report I run each Monday, and the first thing I do when I get into the office is look at my emails. The Process Street email is one of the first things in my inbox that day and I just click the link there and get started, no navigating to the right page and finding what I need, it’s just there.

Sometimes when we create a new checklist for a process, we might forget a couple of steps or even find that actually, we should give a little bit more detail on the checklist items we have already. This is super easy to do in Process Street and once you’re done updating the template, it will not only be ready for all future checklists you run from it, but you can also have the changes applied to currently active checklists.

With all these features, Process Street easily beats all the other To Do list competition out there for me, so now we have to get to the downsides.

While Process Street does have a free option, they may come to be restrictive even for a small user. You can only have 5 active checklists and 5 active templates at the free subscription level, and then the lowest tier pricing is $15/per user/per month, that feels pretty steep to me and I would probably prefer a $5/per user/per month for a bump in active checklists and templates, but that’s just me.

It also does take a little bit of learning to get to grips with, but I would say it’s about the same learning curve as Trello when first starting with that, and is well worth the effort.

Overall, I really like Process Street, it solved one of my Trello pain points with ease and is great for keeping track of what is and isn’t done. I’ll be moving more of my work in there and seeing how it goes, maybe doing a follow up post about that. For now, I would recommend any checklist fan give it a try, because it’s great even for simple checklists and the additional features will really up your checklisting game.

If any of my readers have used Process Street or any other checklist app with similar features, let me know in the comments, I’m sure I’ve missed some great features in popular apps or overlooked some lesser known ones!

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