Getting Started Guide – Start Collaborating

In this lesson we’re going to cover:

  • What collaborating means in Process Street and how to get started
  • How to get set up step-by-step
  • What to do if you get stuck
  • What’s possible when you start collaborating

Estimated time for this lesson ~ 30 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 collaboration

In simple terms, collaboration is the process of two or more people or organizations working together to complete a task, or to achieve a goal.

There are lots of different ways that you can collaborate with people both inside and outside your Process Street organization. This could be a collaboration with existing or new team members, with clients, customers, freelancers, virtual assistants… basically anyone that you might need to have work on a checklist or a template. In some cases they won’t even need a Process Street account.

Here are some examples of how you might collaborate with others:

  • Asking a potential new hire to submit their references for your HR team to follow up on
  • Sharing your blog post production checklist with freelancers so that they follow the same process each time they write a new post
  • Asking a new client to fill out their contact details in a checklist so that you can add them to your CRM
  • Gathering images, videos and a report from property inspections, so that you can follow up with the owners
  • Collecting information from hundreds of new people with one link so you can add them to your mailing list

Why collaborate?

We collaborate and interact with people in more ways than you think… in fact, once you start thinking about it, why would you not collaborate with others? Here are some of the many benefits of collaborating with people:

  • Consistency in transferring knowledge
  • Higher productivity and accountability
  • Improved communication
  • Possibility for remote training and remote working
  • Increased profitability. Who doesn’t want that right?

Check out our webinar for some great use cases and different ways to collaborate:

Adding collaborators step by step

First up you’re going to need some people to collaborate with; think about adding any team members, managers, virtual assistants, customers, clients, students, partners, or freelancers that you’d like to work with.

Note: Admins and Members are paid users in Process Street, and for each one you add, your billing will be updated on a pro-rata basis. This means that if you add someone part way through the month or the year, your invoice will be automatically adjusted. Guests on the other hand are free users.

How to add members and admins

How to add and use groups

Pro Tip: The all members group is a default group in all Process Street organizations. You can delete this group if you like, and replace it with new, more specific groups that suit your business.

How to add guests

Get organized with folders

Creating folders (and sub-folders) helps you store and organize your templates by category, by department or in any way you prefer.

Pro Tip: Since folders (and templates) are displayed in alphabetical order by default, you can rename them or prefix them with numbers, to help show them in the order you want.

Set permissions

Once you’ve added your collaborators, you can set permission levels to give different access to different users or groups.

Think of permissions as giving someone the ability to view something. If you turn the permission on, they can see it but if you turn it off, they cannot.

Note: Task Permissions and Role Assignments are features on our Standard Plan.

Start sharing

Now that you have collaborators with permissions set in your organization, you can start sharing your templates and checklists.

Pro Tip: If you want to follow someone’s progress when they complete a checklist, invite them as a guest. If you only want to collect their responses, you don’t need to invite them into your organization. You can send them a checklist run link and they appear as an anonymous user.

Note: You can create checklist run links from the checklist, as well as from the template share menu.

Not sure or got stuck?

There are so many questions that could come from any of these topics, so the best thing to do if you’re not sure about something we’ve discussed here, is to reach out to our Customer Success Team for support.

What is possible when you start collaborating

Once you start collaborating with other people, you’ll soon find that it opens up lots of possibilities and adds all kinds of value to your business: Your team have clear instructions to follow and are more accountable for their work, your internal and external communication improves, you save time having other people complete checklists, and ultimately you may start to see your business become more profitable.

We’re not joking! Many of our customers have told us that using Process Street frees up valuable time and allows managers and team members to focus on higher leveraged activities. Win win!

Action stations!

  • Pick one process (template) that you’re comfortable with and think about which admins, members or guests need to work with you on this process
  • Add those users
  • Set their permission levels accordingly
  • When you’re ready, share that template or checklist with them
  • Head to another template and repeat
  • Monitor the progress of the checklists in your checklist dashboard

Helpful resources

Once you’ve added new members and new guests, they’re going to need to know how to use Process Street. You can share these articles with them:

What’s Next?

Stage 3: Collaborate with Others – Using Assignments

< Previous Lesson (Conditional Logic)
< Back to the Getting Started home page

Was this article helpful?

Related Articles