{"id":5757,"date":"2024-07-10T08:00:29","date_gmt":"2024-07-10T08:00:29","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/getting-started\/"},"modified":"2024-03-07T11:31:11","modified_gmt":"2024-03-07T11:31:11","slug":"getting-started","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/getting-started\/","title":{"rendered":"Getting Started with Process Street"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13826\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/5-Stages-Workflow-Building.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Welcome to your <a href=\"https:\/\/www.process.st\/\">Process Street<\/a> Getting Started guide!<\/p>\n<p>We have a tried and tested method called The 5 Stages of Process Building, which helps you learn how to build out your processes and workflows in the most effective way possible.<\/p>\n<h4><span style=\"color: #fa5e74;\"><a style=\"color: #fa5e74;\" href=\"https:\/\/app.process.st\/sign-up\"><strong>Try Process Street!<\/strong><\/a><\/span><\/h4>\n<p>Now that you\u2019re here, let\u2019s look at how you can create power <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\">workflows<\/a> and own your processes!<\/p>\n<p><em><strong>The steps below outline how to create a workflow from scratch, but there\u2019s a quicker way! Discover how <a href=\"https:\/\/www.process.st\/help\/docs\/process-ai\/\">Process AI<\/a> can create your first workflow with just a few clicks.<\/strong><\/em><\/p>\n<h2>Introducing The 5 Stages of Process Building<\/h2>\n<p>These five stages will set a framework for your process-building journey.<\/p>\n<p>Throughout our <a href=\"https:\/\/www.process.st\/help\/\">Help Center<\/a>, you\u2019ll see references to this Process Building framework. Feel free to navigate them as you see fit, to explore the many functions and features of Process Street.<\/p>\n<p>Stages 1 and 2 cover the basics everyone will need to know when learning to use Process Street. Stages 3, 4, and 5 are where you can start to choose parts that are relevant to you, for your specific workflows.<\/p>\n<h3>Stage 1 \u2013 Outline the process<\/h3>\n<p>This stage lays the foundation for every workflow you create in Process Street. In fact, these three components are all you need to get up and running!<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/what-is-the-difference-between-templates-and-checklists\/\">Workflows &amp; Workflow Runs<\/a>\u00a0\u2013 Understand the core building blocks of Process Street<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-10-minute-workflow-run\/#add-tasks\">Tasks &amp; Headings<\/a> \u2013 Outline and organize the steps of your process<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\">Subtasks<\/a> \u2013 Add additional steps within tasks<\/li>\n<\/ul>\n<p>Here\u2019s a tip, you can use <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">Pages<\/a> to start outlining your process before you\u2019re ready to begin with a workflow.<\/p>\n<p>Now\u2019s when you to start <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-start-a-workflow\/\">creating your first workflow<\/a> as shown below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8306\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2022\/11\/start-a-workflow.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Once you have your task list ready, you can go task by task to add the\u00a0finer details like forms and content.<\/p>\n<h3>Stage 2 \u2013 Add content and forms<\/h3>\n<p>Take the basic workflow that you just built by using the steps above, and add content blocks to display some static information in your workflows, for example, a set of instructions, references, or tutorials, which are going to remain the same every time you run this process, you can use the content fields to display this information.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8307\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2022\/11\/workflow-add-forms.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>There are many ways to display content in your workflows, which makes them more visually appealing and easy to follow:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\">Text<\/a> \u2013 Add basic or formatted instructions and notes \u2013 even emojis!<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/video-widget\/\">Videos<\/a> \u2013 Share a recording of how your workflow should be completed, or a welcome video<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/image-widget\/\">Images<\/a> \u2013 Include branded images or instructional screenshots<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\">Files<\/a> \u2013 Provide your users with a file to download straight from a workflow run<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\">Website Embed<\/a> \u2013 Embed other apps or software \u2013 Google Docs, Maps, Airtables and more!<\/li>\n<\/ul>\n<p>Forms and built-in logic can totally transform your processes. You can add form fields to collect data which can not only serve as a database but also be used for automation and integration.<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">Form Fields<\/a> \u2013 Collect data in your workflow runs<\/li>\n<\/ul>\n<p>You can also set up <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variables<\/a> to populate other parts of your workflow runs, create summaries of task data, and push information from one app to another.<\/p>\n<h3>Stage 3 \u2013 Build conditional pathways<\/h3>\n<p>One of the vital steps of a process is to add conditional logic to reveal different process paths based on the information collected.<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a> \u2013 Create process paths for <em>if-this-then-that<\/em> scenarios<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8308\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2022\/11\/workflow-conditional-logic.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Stage 4 \u2013 Set up collaboration features<\/h3>\n<p>Collaborating with your team and streamlining how they work, are what Process Street is all about. Use some or all of the features below, to customize your workflows and make them your own.<\/p>\n<p>Get your team set up:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/invite\/\">Invite Users<\/a> \u2013 Get your important collaborators on board<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/user-permissions\/\">Permissions<\/a> \u2013 Decide who can see, run, edit, or build any workflow<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8310\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2022\/11\/workflow-assign-permissions.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Teamwork can be built right in:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\">Task Assignments<\/a> \u2013 Assign specific individuals or groups to any task in your workflow<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\">Role Assignments<\/a> \u2013 Assign tasks based on a role instead of a person<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\">Stop Tasks<\/a> \u2013 Enforce the order of tasks and streamline hand-offs<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\">Task Permissions<\/a> \u2013 Customize who can see which tasks<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\">Dynamic Due Dates<\/a> \u2013 Create automated and adaptable timelines<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\">Approvals<\/a> \u2013 Set up approval flows anywhere your workflow requires sign-off<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8311\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2022\/11\/workflow-task-settings.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>See what\u2019s happening and prioritize your work:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/checklist-dashboard\/\">Reports<\/a> \u2013 Keep tabs on progress across your team, your customers, and your whole organization<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/inbox\/\">My Work<\/a> \u2013 Work through your personal list of assigned tasks, workflow runs, and approvals<\/li>\n<\/ul>\n<p>Discover more collaboration features such as process <a href=\"https:\/\/www.process.st\/help\/docs\/sharing\/\">sharing options<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/collaborate-with-guests-and-people-outside-your-organization\/\">collaborating with external parties<\/a>, or creating <a href=\"https:\/\/www.process.st\/help\/docs\/groups\/\">groups<\/a>.<\/p>\n<h3>Stage 5 \u2013 Automate!<\/h3>\n<p>Automations take out some of the manual labor required when running your workflows. They can save you time by reducing duplicative tasks, improve accuracy and efficiency, and make your overall business more streamlined.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8312\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2022\/11\/workflow-automate.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\">Email Widget<\/a> \u2013 Send quick and easy emails straight from your workflow runs<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/scheduled-checklists\/\">Scheduler<\/a> \u2013 Set a workflow run to start automatically for recurring or one-off events<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">Run Link<\/a> \u2013 Create new workflow runs with just one click from anywhere, including your CRM<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> \u2013 Use Process Street\u2019s direct integrations to connect your favorite apps.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\">Integrations<\/a> \u2013 Hook Process Street up to over 5,000 other applications!<\/li>\n<\/ul>\n<hr \/>\n<h3><\/h3>\n<h3>Extra resources<\/h3>\n<ul>\n<li>Get Started with <a href=\"https:\/\/www.process.st\/help\/kb\/pages\/\">Pages<\/a><\/li>\n<li><a href=\"https:\/\/us02web.zoom.us\/webinar\/register\/WN_NcqMImSlRCy5B4dv8Vig6Q\"><span style=\"font-weight: 400;\">Register<\/span><\/a><span style=\"font-weight: 400;\"> for our monthly webinar<\/span><\/li>\n<li><a href=\"https:\/\/www.youtube.com\/channel\/UCzQ7wReQLxZV-NndyXByfwQ\"><span style=\"font-weight: 400;\">Subscribe<\/span><\/a><span style=\"font-weight: 400;\"> to our YouTube channel<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/\"><span style=\"font-weight: 400;\">Read more<\/span><\/a><span style=\"font-weight: 400;\"> help articles in our Knowledge Base<\/span><\/li>\n<li><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.process.st\/help\/docs\/demo-video\/\">Watch<\/a> a demo<\/span><\/li>\n<li><a style=\"cursor: pointer;\" href=\"https:\/\/www.process.st\/help\/docs\/support\/\">Contact<\/a> our Process Pros team<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/template-gallery\/\">Search<\/a> our premade workflow template library<\/li>\n<\/ul>\n<h3>What\u2019s next?<\/h3>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-start-a-workflow\/\"><strong><span style=\"color: #fa5e74;\">Learn how to: Start a Workflow &amp;gt;<\/span><\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Welcome to your Process Street Getting Started guide! We have a tried and tested method called The 5 Stages of Process Building, which helps you learn how to build out your processes and workflows in the most effective way possible. Try Process Street! Now that you\u2019re here, let\u2019s look at how you can create power [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[166],"ht_kb_tag":[163,187,160],"class_list":["post-5757","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-getting-started","ht_kb_tag-general","ht_kb_tag-workflow-runs","ht_kb_tag-workflows"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/11"}],"version-history":[{"count":9,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5757\/revisions"}],"predecessor-version":[{"id":9015,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5757\/revisions\/9015"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5757"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5757"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}