How to Identify & Manage Checklist Cards

There are a number of places where you will see checklist cards within Process Street. They appear in different colors, depending on their state (active, completed, archived or scheduled). Active checklist – blue cards Once you run a checklist, you will see it represented as a blue card on your […]

Managing User Permissions

Managing the permissions of your users is a great way to ensure the safety and confidentiality of your templates and checklists. By assigning each user as an admin, member or guest you can give your users access to segments of your organization rather than the whole thing, and even separate […]

Process Street

Here is an example template that you can import into your organization. You can also search for more examples in our pre-made template library. How to Create a Content Upgrade with Process Street

Supply Chain

Here are some examples of Supply Chain templates that you can import into your organization. You can also search for more examples in our pre-made template library. Customer Service Management Procedures Performance Management Procedures Supply Chain Management Procedures

What is Process Street?

Process Street is the home for your team’s process documents, and the best place to track your business’ activity. Create process templates, run instances as checklists, assign your team and track their progress from the one-screen dashboard. ? – You can see a full list of features on our product […]

Managing Folder User Permissions

Users: In order to manage folder permissions, you must be an Administrator or a Member who has been given ‘can edit’ permission by your administrator.   You can alter the permissions of users (either individually, or as a group) to specific folders in order to allow custom levels of access […]

Creating & Managing Folders

Folders are used to manage templates, checklists, and permissions for different sections or teams of users. For example, each team in your organization (eg, HR, sales, finance, etc) can have their templates in a separate folder, giving them access to only the processes which they need to see. This increases […]

Customer Support

Here are some examples of Customer Support templates that you can import into your organization. You can also search for more examples in our pre-made template library. Customer Support Process Checklist Daily Customer Service Duties Customer Feedback

How Do I Assign People to Templates?

You can assign both users and groups to templates. How to assign a user or group to a Template To assign a user or group to a template you need open the sharing menu on the template. Click the cog next to the template’s name and then click the ‘Share […]

Checklist Run Link

A “Checklist Run Link” is a link which, when clicked, runs a new checklist from a certain template. This allows you to quickly run a new checklist without having to open the template and then click “Run checklist” button. Ways to use the checklist run link: Send to a member […]