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, or to find new processes that you might want to implement in your business.
You can also use these templates as a basis for ideas and structure, when creating your own templates.
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 template dashboard. From here, the gallery can be found when you click the “New Template” button on the top left side of your screen.
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 by clicking on a category from the menu on the left, as shown above. To browse all the premade templates, use the search box and hit your space bar. This reveals all the templates, which you can scroll through.
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 from it straight away or edit the template to suit your specific needs, as shown above.
Premade templates are completely customizable, so you can make them just the way you want them, or you can borrow ideas from them when you build your own templates from scratch.
Learn the difference between templates and checklists.
What next?
- Run a checklist from your template
- Create a folder & move your template into it
- Edit your 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 your template
- Delete or archive an unwanted template
- Learn how to build a template from scratch and run a checklist in under 10 minutes
To learn more about editing and building out your templates, take a look through our Getting Started Guide below.
- Learn The 5 Stages of Process Building in our Getting Started Guide
- Watch helpful videos and webinars on our YouTube channel
- Get inspired by our Blog