Using Process Street as a Member

This article is part of our onboarding program, and is aimed towards new Members working in a Process Street organization. If you’re an administrator adding new members, please forward this to them to help them get started, or this one for Guests


 

If you’ve been invited to work in a Process Street organization as a member, there are a few questions you might have about what you can and can’t do, and how to get started.

In this article we’re going to look at:

  • What a member is
  • What happens when you get invited to work in Process Street
  • Learning Process Street lingo
  • What a member can do in Process Street
  • Frequently asked questions

 

What is a member?

A member is a user with a paid seat in Process Street, someone who needs regular access to checklists, tasks, templates or folders.

A member is the next step down from an admin in an organization, and can be given four different levels of access to that organization, depending on what they need to work on.

Members could be:

  • A team leader, responsible for editing their own team’s templates and running checklists from them
  • A person who needs to run lots of different checklists, but doesn’t need to edit templates
  • A person who only needs to work on, or run their own checklists
  • A person who only works on checklists, but doesn’t run any

 

How do I become a member?

Someone you work with is already using Process Street, and they are the one that will instigate your invite.

You’ll receive an invite in your email inbox, which contains a button which you should click, to “Join (Name of Organization)

First you’ll need to accept this invite, then you will receive a second email, asking you to sign into Process Street (if you haven’t done so already).

Once you’re logged in, you will see a view similar to this – it’s your Home dashboard. This is where you’ll find any folders, templates or checklists that have been shared with you.


 

What’s all this new lingo?

Here’s a quick 101 to learning some of the key words and phrases you’ll hear whilst using Process Street.

  • Organization – The company, team or business that you’ve been invited to work in
  • Template – A template is the master copy or the main blueprint for a process
  • Checklist – A single, unique instance of that template or master process
  • Running a checklist – When a new checklist has been created or started
  • Tasks – Individual steps to complete within a checklist
  • Form fields – The places you enter details like words, dates, email addresses or website links into a checklist
  • Subtasks – A sub-set of tasks within a task
  • Assignees – The person or people responsible for a checklist or a task
  • Permission – What you’re allowed to see, and therefore work on
  • Required Fields – Data you have to complete before being allowed to move on to the next task
  • Due date – The date a checklist or task needs to be completed by
  • Checklist Dashboard – Where you’ll find all checklists and tasks assigned to you

This is what you might see when you’re looking at a checklist:


What can a member do in Process Street?

Whilst some members may have been granted access to edit templates, most members will just want to run or complete checklists, ticking off tasks as they go. This is what working on a checklist might look like: 

What you can see and do within Process Street, depends on what level of permission you’re given by an Admin in the organization. Permission can be given to you on folders, templates, checklists, tasks or in a group.

These are the differences between the four member permission levels:

If you’d like to do more than you are currently able to (i.e. change permission level) please contact an administrator in your organization (or the person who invited you into Process Street) for access.


 

Starting work

You can work directly from your Process Street Inbox and we suggest you bookmark this for easy access https://app.process.st/inbox  😉

Communicating with others

You can use the comments at the bottom of each task to communicate with other users in the same organization.

You can @mention other users in the organization to notify them of your comments, which also sends them an email notification at the same time. This is also where you can add comment attachments.


FAQ’s

What’s the difference between a template and a checklist again?

Take a look at this video for a quick refresher.

Why can’t I run a new checklist?

If you cannot run a new checklist from a template, it’s probably because you don’t have permission to do this. However you can start new checklists if an admin in the organization sends you a checklist run link or a template share link.

Why can’t I create a new template?

For the same reason above, you probably don’t have permission to start new templates. Members with editing permission or Admins can do this.

Where did my completed tasks or checklist go?

Once you have completed tasks, or a whole checklist, it will disappear from your home dashboard and Inbox. If you have access to Template Overview, you will find them there.

If you cannot see the template overview and would like to reactivate a checklist, please reach out to an admin or a member with editing access, to do this for you.


 

Ready to get started?

Head straight to your Process Street Inbox to start working on those checklists and tasks!


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