Help

• General 10 Articles

  • Demo Video
  • A Few Example Templates to Get Started
  • Inbox

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• Getting Started 18 Articles

  • Getting Started with Process Street
  • Getting Started Guide – Outline Your Process
  • Getting Started Guide – Run a Checklist

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• Example Workflows 23 Articles

  • Client Onboarding
  • Marketing
  • Employee Onboarding

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• Workflows 26 Articles

  • Basics of Creating and Using Templates
  • How to Use Form Fields
  • How to Edit Templates

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• Workflow Runs 21 Articles

  • Running Checklists
  • Task Assignments
  • Checklist Sharing

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• Integrations 53 Articles

  • Zapier (2,000+ Apps) + Process Street Integration
  • Close.io + Process Street Integration
  • Google Workspace + Process Street Integration

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• Organization Management 19 Articles

  • Add Members to Your Organization
  • Managing Members in Your Organization
  • Managing Guests

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• FAQ 70 Articles

  • What is Process Street?
  • How Long Have You Been Around?
  • Where Are You Based?

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