{"id":5906,"date":"2022-11-10T08:00:05","date_gmt":"2022-11-10T08:00:05","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/getting-started-working-with-teams\/"},"modified":"2024-03-07T11:31:44","modified_gmt":"2024-03-07T11:31:44","slug":"getting-started-working-with-teams","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/getting-started-working-with-teams\/","title":{"rendered":"Working With Teams"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14054\" 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 talk about three <em>more <\/em>awesome features that help teams power up the way they work together in <a href=\"https:\/\/www.process.st\/\">Process Street<\/a>; <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\">Role Assignments<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\">Task Permissions<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\">Approvals<\/a>.<\/p>\n<p>We&#8217;re going to cover:<\/p>\n<ul>\n<li><strong>W<\/strong><strong>hat<\/strong>\u00a0each of these features is<\/li>\n<li><strong>Why<\/strong>\u00a0using them will benefit your business<\/li>\n<li><strong>How<\/strong> to start using them<\/li>\n<\/ul>\n<p><span style=\"color: #fa5e74;\"><em><strong>Estimated time for this lesson ~ 15 minutes per feature<\/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<hr \/>\n<h3><\/h3>\n<h3>What are\u00a0these features and why use them?<\/h3>\n<p>In large teams and organizations where you have lots of users and <a href=\"https:\/\/www.process.st\/help\/docs\/guests\/\">guests<\/a>, it&#8217;s even more important to assign the right people to the right tasks and have their <a href=\"https:\/\/www.process.st\/help\/docs\/permissions\/\">permissions<\/a> set correctly. By using the features below you can start to dynamically assign users to tasks based on their role, and set only the tasks you&#8217;d like them to work on to be visible.<\/p>\n<p>You can also set tasks to be reviewed and approved with our special <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\">Approvals<\/a> tasks. Tasks can be signed off on by a designated person or a manager with just one click from their email or phone, so they don&#8217;t even need to be at their desk to keep your processes moving along. Neat huh?<\/p>\n<p>You can use any combination of these three features to totally transform the way you and your team work together.<\/p>\n<p><em><strong>Role Assignments<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\">Role Assignments<\/a> allow you to dynamically assign a person to tasks in a workflow run based on their role. The default setting in all workflow runs with this feature is the <em>workflow run creator<\/em>. In addition to this, you can also select a person from a <a href=\"https:\/\/www.process.st\/help\/docs\/what-are-groups\/\">group<\/a>, for those occasions when you want a different team member to pick up, say, different clients or different projects. It&#8217;s also possible to assign someone dynamically to tasks by using their email address in an <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">email form field<\/a>. This is great when you want to invite Users or Guests\u00a0on the fly, and it&#8217;s also a slight workaround for you not being able to assign those types of users to tasks in your workflow in advance &#8211; you&#8217;re welcome! \ud83d\ude09<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/UECbJjKvGAk\" 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>Say you want to be able to assign one person from a team to a set of tasks in your workflow run and the person changes depending on workload or who is available. You&#8217;ll add a &#8220;<a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">members form field<\/a>&#8221; to your workflow and then assign that role to a selection of tasks. (In the permission box, click on &#8216;add new permission&#8217; to find the role you would like to assign). Next, when you run your workflow, you can choose a team member from a drop-down and they will be dynamically assigned to those tasks, as shown below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16858\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/role-assignments-assign1.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p><em><strong>Task Permissions<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\">Task Permissions<\/a> let you set which tasks are <em>visible<\/em> to only those people you&#8217;d like to work on them. Task permissions, by default, are set to show to all members, all guests, and anyone with a share link for a\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/template-share-link\/\">workflow<\/a> or a <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-sharing\/\">workflow run<\/a>\u00a0unless you change the task permissions.\u00a0Administrators in your organization will see all tasks regardless of permission settings.<\/p>\n<p>If you have a guest (a client, vendor or freelancer, for example) and you want only your guests to see and complete certain tasks in a workflow run, you can give them permission to view and complete those tasks without letting the rest of your organization access them.<\/p>\n<p>Once you have set task permissions, the <strong>lock icon<\/strong> that indicates permissions of a task changes color to <strong>purple<\/strong>\u00a0so that you can easily identify tasks on which you have set permissions.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16859\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/role-assignments-permissions.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p><em><strong>Approvals<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\">Approvals<\/a> allow you to select certain tasks and have another user sign them off before your process can continue or be completed. For example. if you require a manager to sign off on one section of your process before you can commence the next section, then you can add an approval task between the two sections. You&#8217;ll be notified as soon as it&#8217;s approved, or if it&#8217;s been rejected, you can re-submit the information for the second round of approval. This loop continues until the tasks have been signed off and you can move onto the next section, or complete the process.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/cjPj3nLEO9k\" 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>You can use approvals on single tasks, multiple tasks or at the end of the workflow run. They can be used in all kinds of use cases from holiday leave requests to sales deal sign-offs and signing off on stages of hiring a new team member. Used in conjunction with task assignments and role permissions, you&#8217;ll start to wonder how you ever managed before you found <a href=\"https:\/\/www.process.st\/\">Process Street<\/a>! \ud83d\ude09<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16860\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/role-assignments-approval.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<hr \/>\n<h3><\/h3>\n<h3>Adding these features step by step<\/h3>\n<p>When adding any new feature to your processes, you&#8217;ll first need to start in your workflow editor. Click the three dots next to your workflow&#8217;s name (or click its name) then from the right-hand menu, click &#8220;<strong>Edit<\/strong>&#8220;:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16861\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/role-assignments-edit-workflow.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can find out how to add each of these features into your workflows and how to set them up from these help articles:\u00a0\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\">Task Permissions<\/a>\u00a0 |\u00a0\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\">Role Assignments<\/a>\u00a0 I\u00a0 <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\">Approvals<\/a><\/p>\n<hr \/>\n<h3><\/h3>\n<h3>Any questions?<\/h3>\n<p>Reach out to our <a href=\"https:\/\/www.process.st\/help\/docs\/support\/\">Support<\/a> Team if you get stuck or need help setting up any of these features.<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h3 id=\"lets-put-this-into-practice\">Let\u2019s put what you&#8217;ve learned into practice!<\/h3>\n<ul>\n<li>Find a workflow you&#8217;d like to add some or all of these features to<\/li>\n<li>Open the <a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\">workflow editor<\/a><\/li>\n<li>Start building in those features<\/li>\n<li>When you&#8217;re finished, save the changes to your workflow<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\">Run your workflow<\/a>\u00a0to make sure it&#8217;s working exactly the way you&#8217;d like it to<\/li>\n<\/ul>\n<hr \/>\n<h3><\/h3>\n<h3>Actions to take now<\/h3>\n<p>Set some time aside and start adding these new features! Take a look through all the workflows you have built out so far and identify where you can start adding each one of the features, and if you add all three then kudos to you! Your workflows will be the envy of all those around you \ud83d\ude09<\/p>\n<p>Once you&#8217;ve added new members and new guests, they&#8217;re going to need to know how to use Process Street. You can share these articles with them:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/using-process-street-as-a-member\/\">Using Process Street as a Builder<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/using-process-street-free-member\/\">Using Process Street as a User<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/using-process-street-as-a-guest\/\">Using Process Street as a Guest<\/a><\/li>\n<\/ul>\n<hr \/>\n<h3><\/h3>\n<h3 id=\"helpful-resources-for-you\">Helpful resources<\/h3>\n<p>Videos<\/p>\n<ul>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=aUu065--p9M&amp;t=395s\">Webinar &#8211; Role Assignment + Zapier Find &amp; Update + Task Permissions<\/a><\/li>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=rqCOz5haWmQ&amp;t=408s\">External Workflows Webinar &#8211; Collaborate with Your Clients, Suppliers and Vendors<\/a><\/li>\n<\/ul>\n<p>Blog &amp; help article posts<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/role-assignments\/\">How to Assign Tasks Dynamically: Role Assignments in Process Street<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/approval-process\/\">How to Automate Approvals: 20+ Free Approval Workflow Templates<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/task-permissions\/\">Task Permissions: How to Create Secure, Flexible Processes<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/team-buy-in\/\">How to get Buy-in From your Team<\/a><\/li>\n<\/ul>\n<h3>What&#8217;s next?<\/h3>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-inbox\/\"><span style=\"color: #fa5e74;\"><b>Next Lesson: Using Inbox &gt;<\/b><\/span><\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-assignments\/\"><span style=\"color: #fa5e74;\"><em style=\"color: #fa5e74;\">&lt; Previous Lesson (Using Assignments)<\/em><\/span><\/a><\/p>\n<p><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<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this lesson, we&#8217;re going to talk about three more awesome features that help teams power up the way they work together in Process Street; Role Assignments, Task Permissions and Approvals. We&#8217;re going to cover: What\u00a0each of these features is Why\u00a0using them will benefit your business How to start using them Estimated time for this [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[166],"ht_kb_tag":[250,378,379],"class_list":["post-5906","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\/5906","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\/5906\/revisions"}],"predecessor-version":[{"id":9157,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5906\/revisions\/9157"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5906"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5906"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}