Getting Started Guide – Building Out Your Content

In this lesson we’re going to cover:

  • What content form fields are and how adding content helps power up your processes
  • How to add content to your templates
  • What happens if you get stuck and how to overcome those challenges
  • What’s possible when you start adding content

Estimated time for this lesson ~ 25 minutes

This lesson is part of our onboarding program. Find out more about what you’ll learn from the program when you’re getting started.


What is the difference between content and form fields

Here’s an easy way to remember the difference:

Content = Giving information

Think about showing someone a video, an image or some embedded content on how to complete your process. Give them a file or a document you’d like them to read or complete. Explain what you’d like them to do with some clearly written instructions or reminders.

Form Fields = Collecting information

Form fields let you gather up contact names and email addresses, save a website address or collect someone’s business address for later use. Got it? Great!


Why adding content helps make your processes better

You’re at the point now in your Process Street learning curve where you’ve built out your priority process, added tasks, headings and form fields and run and/or scheduled some checklists from that lean-looking process. Now is the time to start perfecting that content, to add the proverbial icing on the cake and maybe even a cherry or two on top!

Adding content to your templates helps you define that process, so that any users working through your checklists have a clear visual or written guide to help them understand how to do it. There may be some instances where you don’t need to add that much to your processes, but trust us, a little bit of content goes a long way.

Content creates consistency

Showing someone how to complete a task or to perform a process, helps them do it in the right way (and the same way) each time. Whoever fills out the checklist has a guide to refer to each time they do it, and each new person sees the same guide, so they can follow the same instructions in the same way. Result = consistent output from your team.

Address learning styles

Another thing to consider is the way that people learn. Ever heard the phrase “everyone learns differently?” It’s true. Depending on who you ask, there are at least three key ways that people learn; by listening, by watching and by physically doing something. Therefore using different styles of content can help you engage those people with different styles of learning.

Think about this training program you’re undertaking with us.. it’s not just words right? If you keep a balance of audio, visual and written content in your templates, all those learning style bases are covered.

Audio-visual content

Think about using a video guide that shows someone how to correctly perform that task before completing it on their checklist. They can run through the actions of how to perform the task properly, listen to the instructions spoken in the video and pause it or watch it over and over again to perfect it.

A picture (or a diagram) speaks a thousand words. Think about adding an image of a flow-chart to your template, or an image of how an object should look when it’s packaged properly or how someone’s uniform should be worn.

As well as using static images, you can also embed visual and audio-visual content into your templates and checklists.

Written content

Outlining your process in words is perhaps the easiest way for many people to explain how to work through a process. In your template editor you’ll find lots of ways to highlight and embellish your words with some handy editing tools.


Adding content widgets step by step

This is easy as 1, 2 (no 3 needed!) No really! Have we told you about the #NoCodeRevolution? We mentioned it in an earlier lesson, but don’t worry if you can’t remember that just now, you’ve been learning a lot young Jedi…

All you need to do to add content widgets is drag and drop them into place and start using them. Simple as that. No lesson needed.

Pro Tip: Collapse the form fields widgets if you’re only working on adding content fields.


Want to change something?

Moving content

Within a task you can drag and drop it into place. The green highlight shows you where you are about to drop it. Alternatively you can use the up and down buttons on the left side of the placeholder, to move content around the page.

Note: You can’t move content from one task to another, but you can duplicate a task which is a way of re-using that content inside another task

Duplicating content

Each piece of content you use in your template can be copied or duplicated within a task. Look for the icon that looks like a little stack of cards in the bottom right hand corner of the item placeholder. Click on it to duplicate your content.

Deleting widgets 

In the top right hand corner of the item placeholder you’ll see a small cross X. Click this to delete the item.

Content upload limits

When uploading videos, images or documents to your templates, bear in mind that there are individual upload limits for each file. If you hit a snag when uploading a file,  please contact our customer success team for support.


What is possible when you start adding content

You’ll start to build out more engaging checklists, which will be more informative, visual and explanatory. They will provide your team with a better guide, give them a level of consistency to work to and also give them accountability (which you can reward them for later 🙂 )

Remember that you can always add content to your templates further down the line, or as and when you need to.


Case Study

One of our customers, Global AG Input have realized just that; that many of their processes need to be developed over time, and frequently are:

“These processes, once designed and written, can still be improved and often need to be changed. With Process Street, you can modify process templates and push the new revision live immediately. This can auto-update existing and old checklists or you can do it manually, only changing the ones you really need.”


Let’s practice…

Head to a template that you’d like to add content to and choose at least one of these content types to add in:


Action stations!

Go back to your priority process for starters, remember the first template you started to build? Work through each heading and each task, to see where you’d like to add content and get stuck in!


Helpful resources

What’s next?

Stage 4: Add Instruction – Variables >

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