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:
- An onboarding template for new employees
- A pre-publish template for your blog posts
- A support process for your IT staff
- Essentially every recurring task or SOP you can imagine
All of the above are examples of our library of pre-made, 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 template from scratch, you need to be in your dashboard view of the Process Street app. Once there, click on the “New” button in the left-hand menu.
If you don’t see the green ‘New’ button, your administrator needs to give you ‘can edit’ access first.
Next, select “New Blank Template” from the dropdown menu which appears.
Now you will have the chance to name your new template. Do so, 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 pre-made template
If you would rather use one of our pre-made templates such as the examples above, you once again need to start in your regular dashboard view. Once there, click the “New” button in the left-hand menu once again.
Now select “New Premade Template” from the dropdown menu.
From the pre-made templates menu you can search for the template you desire, or browse by category (eg: “featured”, “IT”, “human resources”, etc).
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.