What is a Template?

Process Street’s core functionality is the ability to create templates and run checklists off those templates.

A template is a set of instructions that lay out exactly how a process should be completed and contain static content and dynamic fields.

For example, an Employee Onboarding template would contain the information needed to complete a successful onboarding for your new hire.

Your template can contain text, images, subtasks, and more, along with form fields that can be used to capture dynamic information in a checklist.

Once you’ve built a template, you can run checklists off that template to assign tasks, track work and automate parts of the process each time it needs to be done.

Much of the automation is powered through integrations and include tasks like sending an email to your new employee or automatically generating an employee contract for signature. Learn more about Process Street’s available integrations.

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