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Getting Started

18 Articles

Getting Started with Process Street

Getting Started Guide – Outline Your Process

Getting Started Guide – Run a Checklist

Getting Started Guide – Schedule a Checklist

Getting Started Guide – Start a Template

Getting Started Guide – Using Inbox

Getting Started Guide – Adding Form Fields

Getting Started Guide – Using the Send Email Widget

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Help Articles

  • Using Process Street as a Guest
  • Getting Started Guide – Adding Form Fields
  • Getting Started Guide – Building Your Own Automations
  • Duplicating (Copying) Templates
  • Getting Started Guide – Using Assignments

Help Categories

  • Templates

Popular Articles

  • Basics of Creating and Using Templates
  • Getting Started with Process Street
  • Running Checklists
  • Do You Have a Referral Partner Program?

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  • Example Templates

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