Help

• General 8 Articles

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

  View all

• Getting Started 18 Articles

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

  View all

• Example Templates 22 Articles

  • Client Onboarding
  • Marketing
  • Employee Onboarding

  View all

• Templates 27 Articles

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

  View all

• Checklists 22 Articles

  • Running Checklists
  • Task Assignments
  • Checklist Sharing

  View all

• Integrations 48 Articles

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

  View all

• Organization Management 18 Articles

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

  View all

• FAQ 68 Articles

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

  View all