Discover new premade templates in our Template Gallery, which allows you to search hundreds of ready-to-use templates for different use cases and professional sectors.
You can browse the gallery to help you find templates that are relevant to your specific needs and find new processes that you might want to implement in your business.
Users: In order to access the Template Gallery, you must be an Administrator in your organization or a Member who has been given ‘can edit’ access by your Administrator.
Where to find the Template Gallery
When you sign up for a new account with us at Process Street, the first thing you will see when you login is the template gallery.
On each subsequent login (and for existing customers) you will be taken straight to your home screen. From here, the gallery can be found when you click the green ‘+New’ button on the left side of your screen.
Next, click ‘Premade Template’ which will open the gallery.
How to use the Template Gallery
Once the gallery is open, you can search the template library by typing a keyword or phrase into the search box, or click on a category from the menu on the left.
The gallery shows a selection of templates relating to your search. Each one shows an image and a short description for each template, to help you decide which one to use.
To use a template, click one of the cards shown in the gallery. This opens the template and adds it to your home dashboard. If you opened the template gallery while inside a folder, the template will be added to that folder.
Now you can look through the whole template to see all the tasks and content it contains. You can run checklists straight away or edit the template to suit your specific needs.
Premade templates are completely customizable, so you can make them just the way you want them.
Learn the difference between Templates and Checklists.
- Run a checklist from the template
- Create a folder & move the template into it
- Edit the template and add features like Conditional Logic, Approvals, Stop Tasks, Role Assignments, Task Permissions and Dynamic Due Dates
- Give other users permission to access to this template
- Delete or archive an unwanted template
- Learn how to build a template from scratch and run a checklist in 10 minutes
To learn more about editing and building out your templates, take a look through our Getting Started Guide below.