{"id":5900,"date":"2022-11-18T08:00:42","date_gmt":"2022-11-18T08:00:42","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/getting-started-building-content\/"},"modified":"2024-03-07T11:31:43","modified_gmt":"2024-03-07T11:31:43","slug":"getting-started-building-content","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/getting-started-building-content\/","title":{"rendered":"Building Out Your Content"},"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>In this lesson we&#8217;re going to cover:<\/p>\n<ul>\n<li><strong>W<\/strong><strong>hat<\/strong>\u00a0content form fields are and <strong>how<\/strong>\u00a0adding content helps power up your processes<\/li>\n<li><strong>How<\/strong> to add\u00a0content to your workflows<\/li>\n<li><span style=\"font-weight: 400;\">What <strong>happens<\/strong> if you get stuck\u00a0and h<\/span><span style=\"font-weight: 400;\">ow to <strong>overcome<\/strong> those challenges<\/span><\/li>\n<li>What&#8217;s\u00a0<strong>possible\u00a0<\/strong>when you start adding content<\/li>\n<\/ul>\n<p><span style=\"color: #fa5e74;\"><em><strong>Estimated time for this lesson ~ 25 minutes<\/strong><\/em><\/span><\/p>\n<p>This lesson is part of our onboarding program. Find out more about what you&#8217;ll learn from the program when you&#8217;re <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\">getting started<\/a>.<\/p>\n<p><em><strong>The steps below outline how to build out your content from scratch, but there&#8217;s a quicker way! Discover how <a href=\"https:\/\/www.process.st\/help\/docs\/cora-ai\/\">Cora<\/a> AI can create content for you with just a few clicks.<\/strong><\/em><\/p>\n<hr \/>\n<h3><\/h3>\n<h3>What is the difference between content and form fields?<\/h3>\n<p>Here&#8217;s an easy way to remember the difference:<\/p>\n<p><em><strong>Content = Giving information<\/strong><\/em><\/p>\n<p>Think about <em>showing<\/em> someone a video, an image, or some embedded content on how to complete your process. <em>Give<\/em> them a file or a document you&#8217;d like them to read or complete. <em>Explain<\/em>\u00a0what you&#8217;d like them to do with some clearly written instructions or reminders.<\/p>\n<p><em><strong>Form Fields = Collecting information<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">Form fields<\/a> let you <em>gather<\/em> contact names and email addresses, <em>save<\/em> a website address, or <em>collect<\/em> someone&#8217;s business address for later use. Got it? Great!<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16865\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/content-vs-form-fields.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Why adding content helps make your processes better<\/h3>\n<p>You&#8217;re at the point now in your <a href=\"https:\/\/www.process.st\/\">Process Street<\/a>\u00a0learning curve where you&#8217;ve built out your priority process, added <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-outline-your-process\/\">tasks, headings<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">form fields<\/a> and run and\/or <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-schedule-a-checklist\/\">scheduled<\/a> some workflow runs from that lean-looking process. Now is the time to start perfecting that content, to add the proverbial icing on the cake, and maybe even a cherry or two on top!<\/p>\n<p>Adding content to your workflows helps you define that process so that any users working through your workflow runs have a clear visual or written guide to help them understand how to do it. There may be some instances where you don&#8217;t need to add that much to your processes, but trust us, a little bit of content goes a long way.<\/p>\n<p><em><strong>Content creates consistency<\/strong><\/em><\/p>\n<p>Showing someone how to complete a task or to perform a process, helps them do it in the right way (and the same way) each time. Whoever fills out the workflow run has a guide to refer to each time they do it, and each new person sees the same guide, so they can follow the same instructions in the same way. Result = consistent output from your team.<\/p>\n<p><em><strong>Address learning styles<\/strong><\/em><\/p>\n<p>Another thing to consider is the way that people learn. Ever heard the phrase &#8220;<em>Everyone learns differently<\/em>?&#8221; It&#8217;s true. Depending on who you ask, there are at least three key ways that people learn; by listening, by watching, and by physically doing something. Therefore using different styles of content can help you engage those people with different styles of learning.<\/p>\n<p>Think about this training program you&#8217;re undertaking with us.. it&#8217;s not just words, right? If you keep a balance of audio, visual, and written content in your workflows, all those learning style bases are covered.<\/p>\n<p><em><strong>Audio-visual content<\/strong><\/em><\/p>\n<p>Think about using a video guide that shows someone how to correctly perform that task before completing it on their workflow run. They can run through the actions of how to perform the task properly, listen to the instructions spoken in the video and pause it, or watch it over and over again to perfect it.<\/p>\n<p>A picture (or a diagram) speaks a thousand words. Think about adding an image of a flowchart to your workflow, an image of how an object should look when it&#8217;s packaged properly, or how someone&#8217;s uniform should be worn.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16866\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/add-content-video-field.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>As well as using static images, you can also embed visual and audio-visual content into your workflows and workflow runs.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/4QohaBML79c\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p><strong><em>Written content<\/em><\/strong><\/p>\n<p>Outlining your process in words is perhaps the easiest way for many people to explain how to work through a process. In your workflow editor, you&#8217;ll find lots of ways to highlight and embellish your words with some handy <a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\">text editing tools<\/a>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16867\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/add-content-text-field.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Adding content widgets step-by-step<\/h3>\n<p>This is easy as 1, 2 (no 3 needed!) No really! Have we told you about the #NoCodeRevolution? We mentioned it in an earlier lesson, but don&#8217;t worry if you can&#8217;t remember that just now, you&#8217;ve been learning a lot young Jedi&#8230;<\/p>\n<p>All you need to do to add content widgets is drag and drop them into place and start using them. Simple as that. No lessons needed.<\/p>\n<p><strong>Pro Tip:<\/strong>\u00a0Collapse the form fields widgets if you&#8217;re only working on adding content fields.<\/p>\n<hr \/>\n<h3><\/h3>\n<h3>Want to change something?<\/h3>\n<p><em><strong>Moving content<\/strong><\/em><\/p>\n<p>Within a task, you can drag and drop it into place. The green highlight shows you where you are about to drop it. Alternatively, you can click on the three dots next to the field and select the <em>move up<\/em> or <em>move down<\/em> option to move content around the page.<\/p>\n<p>You can also move content from one task to another using the same three-dot menu, or duplicate it and then move a copy to another task.<\/p>\n<p><em><strong>Duplicating content<\/strong><\/em><\/p>\n<p>Each piece of content you use in your workflow can be copied or duplicated within a task. Click the three dots next to the field and select duplicate.<\/p>\n<p><em><strong>Deleting widgets\u00a0<\/strong><\/em><\/p>\n<p>In the same three-dot menu, select delete to remove a content or form field.<\/p>\n<p>Remember that you can always add content to your workflows further down the line, or as and when you need to. You can also <a href=\"https:\/\/www.process.st\/help\/docs\/updates-to-workflow-runs\/\">push the changes live<\/a> to all your active workflow runs at once so that your processes are always kept up to date.<\/p>\n<p><em><strong>Content upload limits<\/strong><\/em><\/p>\n<p>When uploading videos, images, or documents to your workflows, bear in mind that there are individual <a href=\"https:\/\/www.process.st\/help\/docs\/file-upload-limits\/\">upload limits<\/a> for each file. If you hit a snag when uploading a file,\u00a0 please contact our <a href=\"mailto:support@mail.process-street.com\">Support team<\/a>.<\/p>\n<hr \/>\n<h3><\/h3>\n<h3>What is possible when you start adding content<\/h3>\n<p>You&#8217;ll start to build out more engaging workflow runs, which will be more informative, visual, and explanatory. They will provide your team with a better guide, give them a level of consistency to work with and also give them accountability (which you can reward them for later \ud83d\ude42 )<\/p>\n<hr \/>\n<h4><\/h4>\n<h4>Case Study<\/h4>\n<p>One of our customers, <a href=\"https:\/\/www.process.st\/case-study-global-ag-input-solutions\/\">Global AG Input<\/a>\u00a0have realized just that; that many of their processes need to be developed over time, and frequently are:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16295 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/quotes.png\" alt=\"\" width=\"30\" height=\"25\" \/><\/p>\n<p style=\"text-align: center; font-size: 24px; line-height: 1.5; letter-spacing: 2px;\">\u201cThese processes, once designed and written, can still be improved and often need to be changed.\u00a0With Process Street, you can modify process workflows and push the new revision live immediately. This can auto-update existing and old workflow runs or you can do it manually, only changing the ones you really need.\u201d<\/p>\n<hr \/>\n<h3><\/h3>\n<h3 id=\"lets-put-this-into-practice\">Let\u2019s practice\u2026<\/h3>\n<p>Head to a workflow that you&#8217;d like to add content to and choose at least one of these content types to add in:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\">Text widget<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/image-widget\/\">Image widget<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/video-widget\/\">Video widget<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\">File widget<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\">Sub-tasks widget<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\">Send email widget<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\">Embed widget<\/a><\/li>\n<\/ul>\n<p>You can <a href=\"https:\/\/www.process.st\/help\/docs\/deleting-widgets\/\">delete individual widgets<\/a> once you&#8217;ve added them, or you can <a href=\"https:\/\/www.process.st\/help\/docs\/deleting-widgets\/\">delete a whole task<\/a>, which will delete all the form fields within that task at the same time.<\/p>\n<hr \/>\n<h3><\/h3>\n<h3>Action stations!<\/h3>\n<p>Go back to your priority process for starters, remember the first workflow you started to build? Work through each heading and each task, to see where you&#8217;d like to add content and get stuck in!<\/p>\n<hr \/>\n<h3><\/h3>\n<h3 id=\"helpful-resources-for-you\">Helpful resources<\/h3>\n<ul>\n<li>How a simple <a href=\"https:\/\/www.process.st\/simple-checklist-template\/\">workflow template <\/a>can help your business succeed<\/li>\n<li>Browse our <a href=\"https:\/\/www.youtube.com\/channel\/UCzQ7wReQLxZV-NndyXByfwQ\">YouTube channel<\/a> for inspiration<\/li>\n<li>Browse our <a href=\"https:\/\/www.process.st\/help\/docs\/template-gallery\/\">ready-made workflow templates<\/a><\/li>\n<li>Ask our Customer Success Team <a href=\"https:\/\/www.process.st\/help\/docs\/support\/\">a question<\/a><\/li>\n<\/ul>\n<h3>What&#8217;s next?<\/h3>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-adding-form-fields\/\"><span style=\"color: #fa5e74;\"><b>Next lesson: Adding form fields &gt;<\/b><\/span><\/a><\/p>\n<p><span style=\"color: #fa5e74;\"><em style=\"color: #fa5e74;\">&lt; Previous Lesson (Outline your Process<\/em><em>)<\/em><\/span><br \/>\n<span style=\"color: #fa5e74;\"><a style=\"color: #fa5e74;\" href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\"><em>&lt; Back to the Getting Started home page<\/em><\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this lesson we&#8217;re going to cover: What\u00a0content form fields are and how\u00a0adding content helps power up your processes How to add\u00a0content to your workflows What happens if you get stuck\u00a0and how to overcome those challenges What&#8217;s\u00a0possible\u00a0when you start adding content Estimated time for this lesson ~ 25 minutes This lesson is part of our [&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":[250,378,379],"class_list":["post-5900","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-getting-started","ht_kb_tag-getting-started","ht_kb_tag-onboarding","ht_kb_tag-training"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5900","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":4,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5900\/revisions"}],"predecessor-version":[{"id":9030,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5900\/revisions\/9030"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5900"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5900"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}