Client Onboarding

Here are some examples of Client Onboarding templates that you can import into your organization. You can also search for more examples in our pre-made template library. Client Onboarding for a Marketing Agency Client Onboarding for Criminal Law Firms Client Onboarding for Financial Planners High Touch Client Onboarding for Saas […]

Office & Administration

Here are some examples of Office and Administration templates that you can import into your organization. You can also search for more examples in our pre-made template library. General Office Inspection Checklist Office Cleaning Checklist Standup Meeting Checklist Taking a Phone Message Checklist Purchase Order Workflow Template

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

Blogging

Here are some examples of Blogging templates that you can import into your organization. You can also search for more examples in our pre-made template library. Content creation Blog pre-publish checklist Creating a newsletter Content promotion Content promotion process SEO Creating a content upgrade Updating old blog content for SEO

Capture Leads with Checklists

Public checklists from Process Street can be used to capture leads, adding them to your mailing list or even straight to your CRM. This is done by capturing information from people signing up to Process Street through your checklist to use it. Making your template public To capture leads you […]

Real Estate

Here are some examples of Real Estate and Property Management templates that you can import into your organization. You can also search for more examples in our pre-made template library. End of Tenancy Cleaning Service Guide Home Inspection Checklist Home Staging Guide House Cleaning Checklist House Viewing Checklist New House […]

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. Run links can also be used to help integrate your checklists […]

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 […]

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 […]