{"id":11039,"date":"2017-05-05T13:10:58","date_gmt":"2017-05-05T13:10:58","guid":{"rendered":"https:\/\/www.process.st\/templates\/engineering-design-process\/"},"modified":"2024-02-28T19:49:01","modified_gmt":"2024-02-28T19:49:01","slug":"engineering-design-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/engineering-design-process\/","title":{"rendered":"Engineering Design Process"},"content":{"rendered":"<section id=\"introduction-to-engineering-design-process\">\n<h2> Introduction to Engineering Design Process<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nRvwFzMvXpMzvAjSOn9Fvw.png\" alt=\"Engineering Design Process\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nRvwFzMvXpMzvAjSOn9Fvw.png\"> <\/a><figcaption>\n     Engineering Design Process<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>This Engineering Design Process checklist is constructed to take you through the different steps required <strong>to develop a product for a specific need<\/strong>.&nbsp;<\/p>\n<p>The <a href=\"https:\/\/www.teachengineering.org\/activities\/view\/cub_creative_activity1\" rel=\"nofollow noopener\" target=\"_blank\">engineering design process<\/a> is a general methodology which helps uncover problems and create appropriate solutions. In this checklist, we're going to take a <strong>case study of designing a specific part to aid in a manufacturing process.<\/strong><\/p>\n<p>The checklist is written from the perspective of a third part company tasked with designing this part for the manufacturer. &nbsp;<\/p>\n<p>You can edit this template to fit your specific needs and adapt it to add further steps or further detail in each step. This can act as both a series of <a href=\"https:\/\/www.process.st\/writing-standard-operating-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\">best practices<\/a> and an <a href=\"https:\/\/www.process.st\/interactive-processes-vs-automated-processes\/\" rel=\"nofollow noopener\" target=\"_blank\">interactive process<\/a> which guides activities.&nbsp;<\/p>\n<p>Throughout the checklist, you will find <strong>form fields where you can enter and record information<\/strong>. All information recorded within these form fields when a checklist is run will be compiled in the template overview tab.<\/p>\n<p>If you want to see more about the engineering design process, <strong>you can watch this video below.&nbsp;<\/strong>Look out for the surprise poem!<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/TmCfUzDLV80?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    An Overview of the Engineering Design Process - Kridnix<\/div>\n<\/div>\n<\/section>\n<section id=\"record-client-details\">\n<h2> Record client details<\/h2>\n<div class=\"text-content\">\n<p>Use this space to record important contact information for future reference.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"identify-the-need\">\n<h2> Identify the need<\/h2>\n<div class=\"text-content\">\n<p>The first step in the engineering design process is to <strong>identify the need which has prompted this process to begin.&nbsp;<\/strong><\/p>\n<p>The person who will know most about what this need is and how this need has arisen is the client themselves.&nbsp;<\/p>\n<p><strong>Use the email widget below<\/strong> to schedule a <a href=\"https:\/\/www.process.st\/run-a-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">meeting<\/a> with the client to discuss in detail the need they have.<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Agreed date of the meeting <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p>Depending on the nature of the design work you will need to do, your questions will change. However, there are a few key pieces of information which can be gathered in order to inform the design process.<\/p>\n<p><strong>Use the subchecklist below<\/strong> as a guide.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What solution was being used previously?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What event occurred to identify the problem which needs remedying?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What are the performance metrics of the current solution?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What are the specific limitations of the current solution?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What is the financial impact of the current solution?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What targets would be set for an improved solution?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What limitations exist which could impact on an improved solution? - Size, cost, etc<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the notes from this meeting here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the performance data for the existing solution here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"research-the-problem\">\n<h2> Research the problem<\/h2>\n<div class=\"text-content\">\n<p>Researching the problem can be approached in multiple ways.&nbsp;<\/p>\n<p>There are <strong>two key forms of innovation<\/strong> which could be employed:<\/p>\n<ul>\n<li>Developing something new<\/li>\n<li>Adapting existing external solutions to the project parameters<\/li>\n<\/ul>\n<p>For most engineering design projects it is likely that other solutions are in place within the industry - within other manufacturing plants, in this case - which <strong>perform the same or similar jobs<\/strong>.&nbsp;<\/p>\n<p>The first step is to identify where else other similar problems have been managed and how they have been developed and implemented. This industry research will most likely provide you with the framework from which to develop a tailored solution to the existing problem.<\/p>\n<p><strong>Use the upload field below<\/strong> to store your industry research.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your industry research here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p>Now you can employ the information gathered in task 3.<\/p>\n<p>Take the existing solutions from across the industry and investigate <strong>how they are affected by the limitations of the projec<\/strong>t. These limitations could include the available space or the cost of implementation.<\/p>\n<p>Investigate also whether they would reasonably perform significantly better than the existing solution used by the client's company. This requires the understanding gathered in the previous task <strong>in regards to the client's goals and aims<\/strong>.<\/p>\n<p><strong>Use the upload field below<\/strong> to record this further analysis.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your research analysis here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"develop-possible-solutions\">\n<h2> Develop possible solutions<\/h2>\n<div class=\"text-content\">\n<p>Once your research has been completed, you can <strong>begin to theorize and develop different potential solutions.<\/strong><\/p>\n<p>Try to come up with a wide variety of options. This could include:<\/p>\n<ul>\n<li>Different approaches to the problem<\/li>\n<li>Ways in which the problem can be interpreted differently within the process<\/li>\n<li>Alternative materials which could be employed<\/li>\n<\/ul>\n<p><strong>Use the form fields below<\/strong> to record a summary of each solution plus an upload of any supporting design materials.&nbsp;<\/p>\n<p>We've included 5 fields but you can include more or less depending on the project.&nbsp;<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 1 summary <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 1 supporting materials <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 2 summary <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 2 supporting materials <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 3 summary <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 3 supporting materials <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 4 summary <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 4 supporting materials <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 5 summary <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Solution 5 supporting materials <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"select-the-most-promising-solution\">\n<h2> Select the most promising solution<\/h2>\n<div class=\"text-content\">\n<p>The next step is to analyze the potential solutions you have developed.&nbsp;<\/p>\n<p>If you're working as a team, try to <strong>sit down together to attempt to argue for and against the different solutions<\/strong>. Try to pull them apart and break them by questioning their effectiveness.&nbsp;<\/p>\n<p>There are a couple of considerations to bear in mind. <strong>You can use the checklist for inspiration<\/strong>.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      What is the predicted cost per unit?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      How would this solution fare under stress testing?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      How easily would this solution integrate with the existing infrastructure<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Would further training be required for the operation of this equipment?<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Is it possible to predict performance metrics?<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"text-content\">\n<p>One technique you can employ to review these options side by side is to create a <a href=\"http:\/\/www.southampton.ac.uk\/~jps7\/Lecture%20notes\/Part%202%20design%20case%20studies%20and%20tutorials.pdf\" rel=\"nofollow noopener\" target=\"_blank\">binary weighting matrix<\/a> to determine the importance of different metrics the solutions can be measured by. Then you can input the binary decisions where applicable to help understand relative achievement.<\/p>\n<p>When you feel comfortable that you have chosen the most promising solution, <strong>prepare a report on that solution and upload it below.<\/strong><\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Primary solution choice report <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p><strong>You can send this report to the client<\/strong> to demonstrate the work you have done so far and to gain their approval and feedback before developing a prototype.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"construct-a-prototype\">\n<h2> Construct a prototype<\/h2>\n<div class=\"text-content\">\n<p>When <a href=\"https:\/\/www.entrepreneur.com\/article\/80678\" rel=\"nofollow noopener\" target=\"_blank\">constructing the prototype<\/a>, you're most likely testing the core concept and the materials which could be used in the final design.&nbsp;<\/p>\n<p>The prototype should be the closest representation of the final product you can create<strong> in order to give you the most accurate data.&nbsp;<\/strong><\/p>\n<p>Your prototype does not have to be perfect. It can be simple as long as it works.&nbsp;<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iZbcAbdDN3qsAEuphaBFtA.jpg\" alt=\"Construct a prototype\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iZbcAbdDN3qsAEuphaBFtA.jpg\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"test-and-evaluate-the-prototype\">\n<h2> Test and evaluate the prototype<\/h2>\n<div class=\"text-content\">\n<p>When testing the prototype it is important to remember the information gained in task 3: <strong>what the company needs. &nbsp;<\/strong><\/p>\n<p>This will inform what performance metrics you set your prototype. If you cannot meet these, then you will need to iterate the prototype until you do. &nbsp;<\/p>\n<p>For most&nbsp;products,<strong> it is important to test the prototypes until breaking point<\/strong>. This will show you the upper limits of your design's performance. This can be vital when understanding safety parameters as well as assisting you in making your design as effective as possible.<\/p>\n<p>When working for large level manufacturing clients you should always make sure your work can meet with overarching standards of production and safety, ISO or industry equivalent.&nbsp;<\/p>\n<p><strong>Upload your prototype performance report below<\/strong>.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Prototype performance report <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p>If the prototype appears to have passed the tests you set for it, then it should be ready to be passed to the client with all your research and reporting.&nbsp;<\/p>\n<p><strong>Watch this video of prototype testing<\/strong> set to funky music to celebrate.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/dZ9itYmENc0?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Testing Production Prototype: March 2017 - Psix Technologies<\/div>\n<\/div>\n<\/section>\n<section id=\"communicate-the-design\">\n<h2> Communicate the design<\/h2>\n<div class=\"text-content\">\n<p>It's time to pass on all the deliverables to the client.&nbsp;<\/p>\n<p>This will include all your initial research, your evaluation of that research, your reports, your prototype and designs, and your prototype's performance reports.&nbsp;<\/p>\n<p><strong>Upload this material below or share a link<\/strong> to where this material is stored in the cloud online.&nbsp;<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload all project materials here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p><strong>Now use the email widget below<\/strong> to send this off to the client.&nbsp;<\/p>\n<p>If you want to send them a functional prototype you may want to consider a different route than email...<\/p>\n<\/div>\n<\/section>\n<section id=\"implement-and-optimize\">\n<h2> Implement and optimize<\/h2>\n<div class=\"text-content\">\n<p>Before you finish your process, it is important that we help <strong>turn the final prototype into a final product.&nbsp;<\/strong><\/p>\n<p>You may want to be present for the implementation of the product so that you can perform the testing, or you may request the client sends you the performance results themselves for you and your team to analyze from afar.&nbsp;<\/p>\n<p>It is important to <strong>develop a clear methodology and process for this optimization<\/strong>. The details of this process will be specific to the product you have created.<\/p>\n<p><strong>Upload your optimization report<\/strong> outlining the short and long term optimization strategy for the product in the form field below.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the optimization strategy here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p><strong>Use the email widget to send this report to the client.<\/strong><\/p>\n<\/div>\n<\/section>\n<section id=\"generate-invoice\">\n<h2> Generate invoice<\/h2>\n<div class=\"text-content\">\n<p><strong>Congratulations on a successful design project.<\/strong>&nbsp;<\/p>\n<p>The designer can use the <a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street invoice generator template<\/a> to send their invoice to the client.&nbsp;<\/p>\n<p>This invoice can be<strong> sent automatically from this checklist<\/strong> by clicking to complete the task.&nbsp;<\/p>\n<p>You can use <a href=\"http:\/\/zapier.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to connect this task in this template to your invoice so that you can automate the sending process.&nbsp;<\/p>\n<p>In Zapier, select \"Make a Zap\" and search for Process Street. It will prompt you to create a trigger - select \"New Task Checked\". It should then prompt you to connect your Process Street account to your Zapier one. You simply follow the link <strong>Settings &amp; API tab of the organization manager&nbsp;<\/strong>on the pop-up.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q0njKlwK56yyaZ01s0FJiQ.png\" alt=\"Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q0njKlwK56yyaZ01s0FJiQ.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Follow the steps provided by Zapier and it should connect the two accounts together. From here it will let you search for the template you want to run the Zap from, and choose the task you want to hook it up to.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rRil6m7PA11OJBF9cQdHxw.png\" alt=\"Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rRil6m7PA11OJBF9cQdHxw.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>After you've selected those options you can test that step and <strong>your trigger should be set.&nbsp;<\/strong><\/p>\n<p>Next, you can create the action to be initiated by your trigger. You can use a third party system like <strong>WebMerge or you can use Zapier's built-in email service<\/strong> to generate HTML emails. 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