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Templates

29 Articles

Recover Deleted Checklists and Templates

Role Assignments

Task Permissions

Approvals

Embed Widget

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Help Articles

  • How does the Email Widget work?
  • How to Use the Email Widget
  • Getting Started Guide – Using the Send Email Widget
  • Getting Started Guide – Building Out Your Content
  • Embed Widget

Help Categories

  • Templates
  • Organization Management
  • Integrations
  • Getting Started
  • General

Popular Articles

  • Templates: Basics of creating and using templates
  • Getting Started with Process Street
  • Running Checklists
  • Template Overview

Categories

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  • Example Templates

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