{"id":25319,"date":"2021-01-05T20:45:29","date_gmt":"2021-01-05T20:45:29","guid":{"rendered":"https:\/\/www.process.st\/templates\/sample-checklist\/"},"modified":"2024-02-29T03:27:39","modified_gmt":"2024-02-29T03:27:39","slug":"sample-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sample-checklist\/","title":{"rendered":"Sample Checklist"},"content":{"rendered":"<section id=\"run-a-checklist\">\n<h2>Run a checklist:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\">Go ahead and click that green \"\u25b6\ufe0f Run Checklist\" button at the top right! \u2197\ufe0f<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"read-the-intro\">\n<h2>Read the intro<\/h2>\n<div class=\"text-content\">\n<p>In Process Street, you can document a workflow as a <strong>checklist template<\/strong>, and then execute them as <strong>checklists:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iNaOC62jlDsxPI9V1ypN8A.jpg\" alt=\"Read the intro\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iNaOC62jlDsxPI9V1ypN8A.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-this-task\">\n<h2>Assign this task<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Let's learn about assigning tasks:<\/strong><br \/>A <strong>task<\/strong> is a small piece of work in your checklist. Each task can be assigned to a different person, and have its own due date.&nbsp;<\/p>\n<p><strong>Your turn to practice:<\/strong><\/p>\n<ol>\n<li>\u2191 At the top of this area, assign this task to the Sales group.<\/li>\n<li>Set a due date.<\/li>\n<li>Complete this task!<\/li>\n<\/ol>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v3J5IHVq7QksUDSD03lOiA.gif\" alt=\"Assign this task\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v3J5IHVq7QksUDSD03lOiA.gif\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"fill-out-the-form\">\n<h2>Fill out the form<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\">Within each task, you can add any number of <strong>items, actions, or form fields<\/strong> that will work towards completing it. <\/p>\n<p><em>For example, if you're selling lemonade, you might want to collect information every time a new order comes in.<\/em><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> What Flavor? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><span style=\"color: #333333;\">You can even show dynamic content:<\/span><\/p>\n<p> Original - I see you like the classics!<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><span style=\"color: #333333;\">You can even show dynamic content:<\/span><\/p>\n<p>Strawberry - Berrylicious!<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><span style=\"color: #333333;\">You can even show dynamic content:<\/span><\/p>\n<p>Cherry - Live on the wild side!<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><span style=\"color: #333333;\">You can even show dynamic content:<\/span><\/p>\n<p>Peach - Perfect for summer!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"complete-the-checklist\">\n<h2>Complete the checklist<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mNvMUDDr0aLPJyJ1ldJKLQ.gif\" alt=\"Congratulations! You've just completed your first checklist.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mNvMUDDr0aLPJyJ1ldJKLQ.gif\"> <\/a><figcaption>\n     Congratulations! You've just completed your first checklist.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>The next step is to build your own checklist template:<br \/><\/strong><br \/><a href=\"https:\/\/app.process.st\/dashboard\/folder\/home?modal=TemplateGallery\" rel=\"nofollow noopener\" target=\"_self\">Create your own checklist template<\/a> using a blank or pre-made.<\/p>\n<p><strong><br \/>Learn More<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/app.process.st\/organizations\/manage\/users\" rel=\"nofollow noopener\" target=\"_self\">Invite your team<\/a> to share the power of workflows all around.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\" rel=\"nofollow noopener\" target=\"_blank\">Read the Getting Started Article<\/a><\/li>\n<li><a href=\"https:\/\/www.loom.com\/share\/dc53492e8f5542b9aed314f2e2721e8e\" rel=\"nofollow noopener\" target=\"_blank\"><\/a>Watch the Video Tutorial below \u2193&nbsp;<\/li>\n<\/ul>\n<ul><\/ul>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Run a checklist: Go ahead and click that green \"\u25b6\ufe0f Run Checklist\" button at the top right! \u2197\ufe0f Read the intro In Process Street, you can document a workflow as a checklist template, and then execute them as checklists: Assign this task Let's learn about assigning tasks:A task is a small piece of work in [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24860,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"5","template_description":"Learn the basics of Process Street and get started fast!","template_id":"g0Sz_TRMDBaI3kBSal1PDg","task_0":"Run a checklist:","task_slug_0":"run-a-checklist","task_1":"Read the intro","task_slug_1":"read-the-intro","task_2":"Assign this 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