{"id":5939,"date":"2024-04-01T08:00:57","date_gmt":"2024-04-01T08:00:57","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/library\/"},"modified":"2026-07-21T06:18:56","modified_gmt":"2026-07-21T06:18:56","slug":"library","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/library\/","title":{"rendered":"Library"},"content":{"rendered":"<p>Your Library is the place where you can create, view and manage all of your <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\">Workflows,<\/a> <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">Pages<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/forms\/\">Forms<\/a> in one place.<\/p>\n<p>You can store your work in <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folders<\/a> to help keep everything organized, grant other users access to them or restrict access where needed.<\/p>\n<p><em><strong>Users: Admins, <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-full-member\/\">Builders<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-free-member\/\">Users<\/a> have access to the Library.<\/strong><\/em><\/p>\n<h2>Levels of access to your Library<\/h2>\n<p>Different people in your team may need different levels of access to your library.<\/p>\n<p>What they can see and do will depend on their <a href=\"https:\/\/www.process.st\/help\/docs\/user-permissions\/\">user type<\/a> and the level of permission you have granted them on your <a href=\"https:\/\/www.process.st\/help\/docs\/folder-permissions\/\">folders<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">Pages<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/forms\/\">Forms<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/workflow-permissions\/\">Workflows<\/a>, Workflow <a href=\"https:\/\/www.process.st\/help\/docs\/workflow-run-permissions\/\">runs<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\">tasks<\/a>.<\/p>\n<p>Admins and <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-full-member\/\">Builders<\/a> with &#8220;edit&#8221; or &#8220;view all&#8221; permission levels, can view everything in your Library.<\/p>\n<p>Builders with &#8220;run&#8221; or &#8220;view&#8221; permissions, and any <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-free-member\/\">Users<\/a> can only access the folders, pages, or workflows you have granted them access to. The library is not available for <a href=\"https:\/\/www.process.st\/help\/docs\/guests\/\">Guests<\/a>.<\/p>\n<p>Each user with access to Library also has their own <a href=\"https:\/\/www.process.st\/help\/docs\/private-library\/\">Private Library<\/a>, where they can create workflows and pages in private, before publishing them to your organization Library.<\/p>\n<h2 id=\"what-can-you-do-with-checklist-dashboard\">How to use the Library<\/h2>\n<p>Inside your Library you can:<\/p>\n<ul>\n<li>Create and manage <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\">workflows<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/forms\/\">forms<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">pages,<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folders<\/a><\/li>\n<li>Create and manage <a href=\"https:\/\/www.process.st\/help\/docs\/scheduled-checklists\/\">scheduled workflow runs<\/a><\/li>\n<li>Organize your workflows, forms, pages, and folders<\/li>\n<li>Manage permissions on <a href=\"https:\/\/www.process.st\/help\/docs\/template-permissions\/\">workflows<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/pages-access\/\">pages<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/folder-permissions\/\">folders<\/a><\/li>\n<li>Share your <a href=\"https:\/\/www.process.st\/help\/docs\/template-share-link\/\">workflows<\/a>, pages and folders<\/li>\n<\/ul>\n<p>Let&#8217;s take a look at some of the features and functions within your library. First, navigate there via the button at the top of your screen.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7775\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library.png\" alt=\"\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>Create Workflows<\/h3>\n<p>You can create a new <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\">workflow from scratch<\/a>, using <a href=\"https:\/\/www.process.st\/templates\/\">premade templates<\/a>, by <a href=\"https:\/\/www.process.st\/help\/docs\/ai-workflow-import\/\">importing your process documents<\/a>, or using our <a href=\"https:\/\/www.process.st\/help\/docs\/ai-workflow-generator\/\">AI Workflow Generator<\/a>.<\/p>\n<p>Click the &#8220;<strong>New<\/strong>&#8221; button in the top right of your screen and click &#8220;<strong>Workflow<\/strong>&#8221; to create your workflow by choosing from the available options.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7776\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-workflow.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can also <a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\">run<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\">edit<\/a>, or <a href=\"https:\/\/www.process.st\/help\/docs\/workflow-dashboard\/#run-edit-and-preview-the-workflow\">preview<\/a> a workflow using the quick links when you hover over a workflow name.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7781\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-quicklinks.png\" alt=\"\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-quicklinks.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-quicklinks-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-quicklinks-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>View <strong>Workflow<\/strong> runs<\/h3>\n<p>To view your workflow runs, click the table icon next to each workflow&#8217;s name (or next to each folder&#8217;s name).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7784\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-view-runs.png\" alt=\"\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-view-runs.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-view-runs-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-view-runs-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>These links will take you to your <a href=\"https:\/\/www.process.st\/help\/docs\/reports\/\">Reports<\/a> in a filtered view for those particular workflow runs.<\/p>\n<h3>Create Forms<\/h3>\n<p>Click the &#8220;<strong>New<\/strong>&#8221; button in the top right of your screen and click &#8220;<strong>Form<\/strong>&#8220;. This creates a new <a href=\"https:\/\/www.process.st\/help\/docs\/forms\/\">form<\/a> that you can custom-create.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7777\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-form-create.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Create Pages<\/h3>\n<p>Click the &#8220;<strong>New<\/strong>&#8221; button in the top right of your screen and click &#8220;<strong>Page<\/strong>&#8220;. This creates a new <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">page<\/a> ready for you to work on.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7778\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-page-create.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Create folders<\/h3>\n<p>To keep your workflows and pages organized, you can create folders and <a href=\"https:\/\/www.process.st\/help\/docs\/moving-items\/\">move items<\/a> into them.<\/p>\n<p>To create a new folder, click on the &#8220;<strong>New<\/strong>&#8221; button in the top right corner of your library and click &#8220;<strong>Folder<\/strong>&#8220;. Give your folder a name and click &#8220;<strong>Create<\/strong>&#8221; to finish.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7779\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-folder-create.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If you already have some folders created, you can select which folder you&#8217;d like to add your new folder to or click &#8220;<strong>Create<\/strong>&#8221; to add it to your library home view.<\/p>\n<p><strong>Note:<\/strong> Adding a &#8220;&#8221; in a folder name prevents it from being located in search results.<\/p>\n<h3>Organize your Library<\/h3>\n<p>As you create your workflows, pages, forms, and folders, you can organize your Library by <a href=\"https:\/\/www.process.st\/help\/docs\/moving-items\/\">moving items<\/a> into folders, or by archiving or deleting them.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7780\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-move-delete.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Manage your folders<\/h3>\n<p>You can select multiple folders to move or delete them at once, as shown below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7782\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-manage-folders.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can share your folder with your team by clicking the <strong>three dots<\/strong> next to its name and then clicking <strong>Share<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7783\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-share-folders.png\" alt=\"\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-share-folders.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-share-folders-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-share-folders-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>Note:<\/strong> When you share a folder with a user, they get access to all the contents of that folder.<\/p>\n<h3>Schedule workflows<\/h3>\n<p>To create or manage <a href=\"https:\/\/www.process.st\/help\/docs\/scheduled-checklists\/\">scheduled<\/a> or recurring workflow runs, click the &#8220;<strong>Scheduled<\/strong>&#8221; button in the left-hand menu.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7785\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/library-scheduled.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Learn more about <a href=\"https:\/\/www.process.st\/help\/docs\/scheduled-workflow-runs\/\">scheduling workflow runs<\/a>.<\/p>\n<h3>Workflow and Page tags<\/h3>\n<p>Tags act like shortcuts to your favorite workflows or pages, effectively grouping them outside of any folders they may live in.<\/p>\n<p>Learn more about <a href=\"https:\/\/www.process.st\/help\/docs\/tags\/\">tagging workflows<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">tagging pages<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your Library is the place where you can create, view and manage all of your Workflows, Pages and Forms in one place. You can store your work in folders to help keep everything organized, grant other users access to them or restrict access where needed. Users: Admins, Builders and Users have access to the Library. [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Library","footnotes":""},"ht_kb_category":[195],"ht_kb_tag":[386,160],"class_list":["post-5939","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-library","ht_kb_tag-dashboard","ht_kb_tag-workflows"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5939","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":10,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5939\/revisions"}],"predecessor-version":[{"id":10114,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5939\/revisions\/10114"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5939"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5939"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}