Basics of creating and using templates

In order to create templates, you must be an administrator or have been given ‘can edit’ access by your administrator. If you don’t see the green new button, contact your administrator to give you access.


What are templates?

Templates are the foundation of all your future checklists. With templates, you can create varying tasks based on your needs.

There are endless use cases, including:

All of the above are examples of our library of premade, ready-to-use templates which you can copy into your organization. You can use these templates as they are, edit them to suit your needs, or create your own templates from scratch.

You can even assign users to specific tasks in your templates to make sure that everyone knows what they need to do.

Our free plan comes with a maximum of five active templates in your organization; to get more, you can either upgrade your pricing plan, or archive / delete some of your active templates until you have room for another.

How to make templates

Making a new blank template

To make a new blank template from scratch, you need to be in your home dashboard view of the Process Street app. Once there, click on the “New” button in the left-hand menu, then select “New Blank Template” from the dropdown menu which appears.

If you don’t see the green ‘New’ button, your administrator needs to give you ‘can edit’ access first.

Now you will have the chance to name your new template. Type a name, then click “OK”.

You will be taken to the edit screen of your new template, where you can get started filling in your tasks, or change the name of your template if you made a mistake in the previous step.

Using a premade template

If you would rather use one of our premade templates, click on the green New button again, but this time select “New Premade Template” from the dropdown menu.

From the premade templates menu you can search for by the name of the template, or browse by category by clicking on “Featured”.

Once you’ve found the template you like, click on its name, and then on the “Customize” button at the bottom of the template preview. This brings the template into your organization where you can start to edit it.


Editing a template

To start editing either a blank template or a premade template, you’ll first need to access the template editor. Click the cog next to the template you’ve chosen to edit and the over on the right menu, click “edit this template”

Once inside the editor you’ll be able to add tasks and headings (and Approvals tasks if you’re on our Standard plan).

Use the menu at the bottom left of the tasks to add, move, duplicate or delete tasks and headers. You can also use the enter or return key to add new tasks, and the backspace key to delete them. Adding a colon (:) to the end of a task turns it into a heading, and removing it turns it back into a task again.

You can use multi-select to select groups of tasks, to move blocks of tasks and headings, or to assign users or permissions to whole sections of your process. Use the CMD, CTRL or shift keys to select more than one task or heading at a time.

When you’re done adding your headings, tasks or approvals, you can start to add content to your templates, assign team members and set task permissions. Find out how to do this, and more in our Getting Started Guide below.


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