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Help

Everything you need to streamline your processes...

  • General 9 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 Templates 22 Articles

    • Client Onboarding
    • Marketing
    • Employee Onboarding
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  • Templates 26 Articles

    • Basics of Creating and Using Templates
    • How to Use Form Fields
    • How to Edit Templates
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  • Checklists 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
    • G Suite + 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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Help Articles

  • How Can I Use Process Street with Excel or Google Sheets?
  • Getting Started Guide – Adding Form Fields
  • Getting Started Guide – Building Your Own Automations
  • How to Use Form Fields
  • Jira + Process Street Integration

Help Categories

  • Templates
  • Organization Management
  • Integrations
  • Getting Started
  • General

Popular Articles

  • Basics of Creating and Using Templates
  • Getting Started with Process Street
  • Running Checklists
  • Do You Have a Referral Partner Program?

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