We’re often asked for the best ways you can collaborate with people from outside of your organization, whether that’s with clients, with customers, with freelancers or if you’re a teacher, with your students.
You’ll be pleased to know that here at Process Street, we have a number of ways to help you achieve this.
In this article, we’re going to cover:
- How to collaborate with guests
- How to collaborate using share links
- How to collaborate using checklist run links
- How to set permissions for guests
- How to set permissions for share links
How to collaborate with guests
You can invite someone as a guest into your Process Street organization, to work on a specific task, a set of tasks or a whole checklist. This is especially useful if there’s only a small part of a process that you’d like someone to complete, or if they are only occasionally required to complete a specific task.
The good news is that you don’t have to pay for guests’ access, as you’re allowed 5 guests per every paid member of your organization, helping you focus your budget on the places where you need it the most.
Let’s look at a couple of examples of how you might work with guests.
Inviting your bookkeeper to work on your accounts payable process
You’ve completed a purchase order from a vendor and you need your bookkeeper to action some of the steps in your Accounts Payable process. Your bookkeeper doesn’t need everyday access to Process Street, and you’ve previously added them as a guest to your organization. You can assign them to the tasks you need them to complete once the checklist has been run, or you can assign them to the whole checklist and ask them to fill out all the tasks.
Pro Tip: You can use Stop Tasks (available on our Standard plan) to only send notifications to the bookkeeper when the previous task has been checked off. This means they are able to come in and complete their tasks at the time you need them.
Asking your maintenance person to update on a job they’ve completed
You’re a property manager with a busy schedule and you’ve heard that your maintenance contact has completed some work at one of your owners’ properties. Keeping the owner up to date with everything that’s been done is crucial to maintaining your relationship, so you need your maintenance person to submit details of the work undertaken, with photos and videos so that you can pass these on to the owner. You run a maintenance report checklist, where all these details can be uploaded, and assign your maintenance person to that checklist so that they have ownership of the process. You can also communicate with them via the comments field at the bottom of each task.
How to collaborate using share links
Creating a share link from either a template or a checklist, lets you share them with someone from outside of your organization. The great thing about using share links is, that whoever you’re sharing with doesn’t necessarily need a Process Street account, to either run a checklist from your template or to fill in and complete that checklist.
Let’s run through some use cases where you might use Share Links.
Checklist share link
You’re running a remote training course for 5 people to teach them some tips and tricks to become better marketers. You’ve already gathered their contact details and email address and now you’re ready to set them off on the training program.
Each person has their own, named checklist to work on and once you’ve switched on the checklist share link, you can email it to them individually to allow them to get started. They complete the checklist, and you can give them feedback and answer questions via the comments, or send them another checklist share link to continue the training program.
Pro Tip: You could use a “Checklist Run Link” to save time getting them onto the next stage of the training – more on this below.
Template share link
You work with a handful of freelancers to help you create new and exciting content for your website. To help manage their incoming suggestions, you’ve created a “Blog Ideas Processing” template, which you have shared with them via a template share link.
This way, each time they have a new idea for a blog post, they run a new checklist from that template and follow the process to outline their proposal. This means that all your freelancers are following the same structured approach and you are able to manage your workload more effectively.
How to collaborate using checklist run links
Checklist Run Links allow you to quickly run a new checklist without having to search out the correct template and hit the ‘run checklist’ button, or to find a checklist and manually switch on the share link. There are lots of instances where this can be useful, for example, to link together multiple processes, to send a checklist to a customer to complete via email, to integrate with other apps such as your CRM or Support System or to send as a survey to your email list.
Ready for some more examples? Here’s how you might incorporate Run Links into your work.
Sending out a survey to lots of recipients
You have 300 people to send your latest survey to, and you’ve finished creating the survey in a Process Street template. Once you’ve clicked on the “run checklist link” from the template view, you set the permission to “Anyone can create a new checklist” and you’re good to send out the link. The great thing about using this feature is that the recipients of your email don’t even need a Process Street account to fill out the survey, since they become anonymous users.
Pro Tip: You can paste a Checklist Run Link into a website form field in a template, that allows you to use that link as a variable. This means that you can add that variable to emails sent from your checklists or inside content text fields within your checklist.
Onboarding a large number of people
You are onboarding a huge number of new recruits and you have multiple stages to the onboarding and training process for them to complete. At the end of each stage of training, you add a run link that allows them to seamlessly move from one stage to the next. This is easily achieved if you put the run link in the final task of the preceding checklist. They click on the link, a new checklist is created from your chosen template and they carry on with their training.
Before you get started inviting guests to work on your checklist, or before you start sending out share links, there are a few things you should consider with regards to permissions. By setting permissions, you can give your users access to segments of your organization rather than the whole thing, and even separate out what each user can see and work on.
How to set permissions for guests
Guests can only see and interact with templates and checklists they are assigned to, and by using permissions you can control this still further. For example, as we mentioned above, you might not want a guest to see a whole checklist, especially if there are only a handful of tasks you’d like them to work on, or if you prefer to keep parts of that checklist confidential.
Note: Task Permissions and Role Assignments features are on our Standard Plan.
How to set permissions for share links
Set permissions for template share links
You can control user permissions on a template-by-template basis and this allows you to set permissions on template share links. On a Template Share Link you can set one of three different permission levels.
- Only members of your organization with the link can view the template and create checklists
- Anyone with the link can view the template (effectively making it “view only”)
- Anyone with the link can view the template and create shared checklists (they can also import this template into their own organization)
Set permissions for checklist share links
When you share a checklist you can share it with anyone you like. The person you share it with will be able to complete the checklist, fill in form fields, upload files, and add comments. You don’t have to assign them to the checklist, so they don’t even need a Process Street account to work on it, although you may want to set the permissions on the checklist before you send it.
We’ve used a number of examples above which hopefully got your gears turning and ready to get started on testing out some of these features for yourselves.