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Process Street
Why do we use Process Street?
Even with the best intentions, it would be difficult for one person to remember all the deadlines, coordinate several people and juggle the ad-hoc requests across 4-5 companies.
This is where a process management tool helps - with each process broken down into tasks, each with a specific assignee and deadline. If you use Process Street well, the BAU should be a breeze, leaving you time to work on the value add work that makes a real difference to our partners.
Also, when working in a team spread across different continents and time zones, good documentation with responsibilities clearly defined will make it so much easier to collaborate.
How to use Process Street
Every recurring process we complete partners should be documented in Process Street with every task allocated an assignee and due date. Whether it's a process we run weekly, monthly, quarterly or annually, you need to use Process Street to manage the work.
Process Street will provide you with a to-do list for each day, detailing how to complete each task. It has the functionality to chat in comments if you need support from someone else in the team or from the partner (if they have been invited to use the workflow).
Some workflows are very standard, so you can use the templates we have already created, but some more specific workflows will need to be set up from scratch. Process Street makes it simple to add content to tasks so you can include all the information required to complete each step. There is also functionality to add dynamic due dates and assignees, meaning you can change those every time a workflow runs.
While working with Process Street everyday, you have the option to snooze tasks to align deadlines with the days you work on partners or reflect changing priorities. You can reassign them to yourself or others where responsibilities change. You always have the flexibility to manage your own workload, as long as you are not missing the external deadlines.
Process Street terms:
Process Street navigation:
Essentials
Superpowers
Tips for good process documentation
More info & cool features
Tutorials and help pages
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