Help

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

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

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• Client Onboarding
• Marketing
• Employee Onboarding

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

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• Running Checklists
• Task Assignments
• Checklist Sharing

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• Zapier (2,000+ Apps) + Process Street Integration
• Close.io + Process Street Integration
• G Suite + Process Street Integration

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

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

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