Creating a Process Template

In this article, we will show you how to create a template in Process Street.

Process Street allows you to create documents in the form of rich checklists that act as process documents or standard operating procedures. They can hold all the information necessary for anyone in your business to complete their required tasks. Our rich checklist documents allow you to add widgets like forms, video, images, and files to increase the experience and depth at which you communicate.

Below is a quick tutorial on creating Process Templates.

To begin with click the ‘new’ button then you have will have the option between ‘blank’ and ‘premade’ template, choose whatever applies to you.

You’ll then have to name your template and you’re good to go.