Help

• General 6 Articles

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

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• Getting Started 19 Articles

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

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• Example Templates 22 Articles

  • Client Onboarding
  • Marketing
  • Employee Onboarding

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• Templates 29 Articles

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

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• Checklists 23 Articles

  • Running Checklists
  • Task Assignments
  • Checklist Sharing

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• Integrations 49 Articles

  • Zapier (1,000+ Apps) + Process Street Integration
  • Close.io + Process Street Integration
  • G Suite + Process Street Integration

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• Organization Management 17 Articles

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

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• FAQ 68 Articles

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

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