2017-625 Stin's 10:44PM checklist | Process Street Srini's 10:44PM checklist Created by Srini Jun 26 at 10:40PM Assignees St Srini Task Summary 1 The basis of Process Street 2 Run a checklist from this template 2 ‘Work with your team and track progress 4 Use forms to collect data s Make your own template 6 So much more. hips:ilapp process sticneclistsigL.EjpgRWWRNgBF_rHgZCAA\print ove 192017-625, Stin's 10:44PM checklist | Process Street 1 The basics of Process Street Deo ea aa Getting Started Checklist 1 Read through the welcome template 2 Watch demo video 3 Create first template 4 Rum fist checklist 5S Invite team 6 Connect with other aps ‘Thanks for checking out Process Street. You're awesome! Process Street is the simplest way to make recurring checklists and processes, You are currently reading a “template”. You ‘can make templates just lke this for your own team. Templates are like process documents, but can contain rich content such as images and videos (see below) ‘Once you've made a template, you can run multiple instances of the template as checklists, assign them to your team, attach files, comment and so much more! Watch the Demo Video Below hips:ilapp process sticheclisisigL FjpgRWWRNgBF_rHgZCAN\print2017-625, Stin's 10:44PM checklist | Process Street sdbadbnad{ nadkbadn 2 Runa checklist from this template Sree cud CaM enact ear) ea one en ac) Running checklists We have already gone ahead and made a template for you (yep, this thing you are reading right now with the list of tasks ‘on the left and the content over here is what we call a "template”) so you can go ahead and run it right now! Hit "Run checklist” on the menu on the right = to see how it works. hips:ilapp process sticheclisisigL FjpgRWWRNgBF_rHgZCAN\print2017-625 Stin's 10:44PM checklist | Process Street 4 v a Then select Run checklist” ~ omen Open the template menu —_= | Once you have run a checklist, you can complete it with your team. Check off tasks, add comments and attach files, You can run an unlimited number of checklists from a template, Hit “Run checklist” on the menu on the right = to see how it works. 3 Work with your team and track progress 60% 2 90% De » Work with your team Click the "Add members® button from the right menw then type in the email of anyone you wish to add to that checklist, Use the "Add members" option from the dashboard to add members to your team, Before you can add members to a checklist, you need to run hiipsifap process sticneci slo EjpghWWRngBF_sHgZCaAprint2017-625 Stin's 10:44PM checklist | Process Street Hit “Run this checklist” on the menu on the right -> to see how it works. ‘ven weeny A EXER 8 > freer otone + > rote Obed — crores © EE 4 ka / ca / / Then select “Add Members -s enone Open the template menu Track checklist progress Each time you run a checklist from a template, we will create a blue card on the dashboard and an entry n the template ‘overview (http://www process.st/help/docs/template-overview/). Each card represents an "in-progress checklist” that you ran from the template, You can track the status of the checklists, who is assigned to them, when they are due and more. You can run unlimited number of checklists from a template Hit “Run checklist" on the menu on the riaht = to see how it works. = reer Onbourting Sie 4 Use forms to collect data hips:ilapp process sticneclistsigL.EjpgRWWRNgBF_rHgZCAA\print2017-625 Stin's 10:44PM checklist | Process Street You can add forms to your templates to collect data as your team (or customers) work through your proces. Intro to Forms Video (https://process.vistia.com/medias/g9dov2a7ob) More on Forms. Form fields can be populated manually, or automatically via an API such as Zapier(httpsi//Awew.process st/what-is-zapier). (download our free guide to Zapier here (httpsy//www. process st/business- process-automation-guide/) This is handy to pass your data between apps instantly. Form field examples: Client Email Address [Short text field] Long text field Date Field © Mon Jun 26 2017 at 10:46PM AWST Drop Down Field Select an option ’ Sub Checklist 1 Read through the welcome template 2 Create first template 3 Run first checklist 4 Invite team hips:ilapp process sticneclistsigL.EjpgRWWRNgBF_rHgZCAA\print 69017-628 Scin's 10-4PM checklist | Process Streat Advanced Forms Stuff Forms integration example video: Pes Introduction to Automation using Forms {httpsi//process:vistia.com/medias/trewvim2qtl) How we built the above integrations In this video we take a behind the scenes look at how we configured Zapier to make the integration between Closeio and HelloSign in the videos above. If you are interested in how it actually all works, check out the below. ie eMmCM terry Close.io and HelloSign Piiteees st using Zapier BUM: aoe (https://process.wistia.com/medias/yjn4li3q8x) 5 Make your own template hips:ilapp process sticheclisisigL FjpgRWWRNgBF_rHgZCAN\print2017-625 Stin's 10:44PM checklist | Process Street (Once you've got the hang of how to run checklists, you can make your own template about anything you want. Ifyou're looking for inspiration, check out our library of pre-made templates. To get started creating your own templates, hit the green “+ New Template” button on the dashboard. 2 EXER) 8 mores eee) sb suman ye cero Click “New” to create a new template 6 So much more. Learn more in the user guide Click on your thumbnail in the top right and select "User Guide" to learn more about Process Street's advanced features. hips:ilapp process sticneclistsigL.EjpgRWWRNgBF_rHgZCAA\print2017-625, Stin's 10:44PM checklist | Process Street Access the User Guide at any time hips:ilapp process sticheclisisigL FjpgRWWRNgBF_rHgZCAN\print