ProcessKit

Process-driven project management for your team.

1 follower

Process-driven project management for your team.

1 follower

Use ProcessKit to power your team's process-driven projects and tasks. Track progress, automate repetitive tasks, & build smart workflows that can adapt to your projects on-the-fly. Full 2-way Zapier integration. Try it free! Your team will thank you.

Launch tags:Web App•Productivity•SaaS

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Maker

If your business is going to grow and scale, then the work it produces has to become more predictable and repeatable. It has to follow your process. But most project management software isn't made for repeatable, process-oriented work! After years of duct-taping various tools together, and never being satisfied with the results, I designed the tool that my teams and I always wanted: A tool to manage our projects and tasks, but one that is powered by our processes. ProcessKit gives you the ability to design powerful process workflows that can automate most of the tedious work of managing those routine projects. Automatically generate tasks and assign them to the right people. Automatically calculate dynamic start and due dates. Notify the right people at the right time. Implement your own custom fields and custom project types to tailor ProcessKit to fit *your* business. Then connect any apps you're using with our very-capable 2-way Zapier integration. By 2-way, that means you can use ProcessKit either as the "trigger" or an "action" in your Zaps. Give ProcessKit a try and let me know what you think!

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7yr ago

@casjam i would like to use it to store and share documents to my clients. So at each stage they can access the document to download. Fill it up and then upload it back. This would allow me to keep track of the data that they need to upload at each point.

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7yr ago

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Maker

@gurpal_singh_kalra1 you're not alone on that use case! A lot of customers have been requesting this type of flow. Next month we're releasing this capability — to have email templates built into steps, which can send things off to clients, pull in variables (links to files, etc.) into the email, and have clients reply or fill out a form to approve or give feedback. This feedback comes back into ProcessKit and triggers off the next step(s). Thanks!

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7yr ago

@casjam that's great to hear. i've been thinking on how to solve this problem. would be great...looking forward

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7yr ago

What type of automations are currently available in ProcessKit? Ah, I see the Zapier integration! That explains that!

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7yr ago

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Maker

@nick_horob Automations can happen in a number of ways: First, all within ProcessKit, you can: - Have a process template automatically build a list of tasks in a project - Have those tasks automatically assign the right people - The start & due dates on those tasks can be automatically calculated based on your date rules set in your process. Those task dates can automatically change too as things change on the project (like if a client delays in getting back to you, etc.). - Your custom fields can be automatically loaded on projects of a certain type + (more automations are coming soon!) Then using Zapier, you can: ...When another app pings ProcessKit... - Automatically launch a project, which would automatically load your process/tasks/assignments, etc. - Automatically build tasks on a project (from your processes, or not) - Automatically fill in a custom field on a project - Automatically mark a task as complete - and more... You can also use ProcessKit as the trigger in Zapier, so: - When a task has been marked complete, do something in another app - When a project has been launched, do something in another app A lot you can do!

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7yr ago

Looks awesome! How is this fundamentally different than teamwork? I use teamwork to do a bunch of the similar things you mentioned. Have you never used it I would like to know your thoughts.

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7yr ago

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Maker

@automateiq Yes I have used Teamwork before. In some ways it has similar functionality. Like the ability to have tasks be dependent on other tasks. However, ProcessKit gives you a much more robust system of process templates and automation rules that can streamline the setup and running of your repeatable projects. The feedback I’ve heard is that the interface is cleaner and easier to use as well. Thanks!

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7yr ago

Brian is the person to talk to to systematize your business, so his take on process management should be 👌

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7yr ago

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Maker

@lostmahbles thanks buddy!

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7yr ago

Brian knows process inside out. I've been following development of this product and if you are even thinking about raising your game in this respect, you owe it to yourself to spend some time with this tool (and Brian).

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7yr ago

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Maker

@gary_elley thanks Gary! It’s been fun to work on this for the past year :)

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7yr ago

I've been following the development of ProcessKit for a while now. Brian's put his years of experience and knowledge into a powerful tool for agencies, marketers and anyone who needs to manage processes. Looking forward to seeing it grow!

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7yr ago

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Maker

@taaron_gorbahn thanks for following along Taaron!

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7yr ago