Creating a document on Process Street Desktop Examples | Page Flows (video & 25 screenshots)

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Process Street is a popular process & workflow management service that helps you create, manage, and run procedures and processes

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In this video

00:00 Home
00:04 Create menu
00:06 Editor
00:15 Add image
00:17 Emoji picker
00:24 Select cover
00:27 Select image
00:32 Image uploaded
00:44 Editor
00:48 Add block
00:49 Upload image
01:03 Image uploaded
01:27 Insert table
01:35 Editor
02:00 Add link
02:26 Error
02:34 Home
02:36 Document
02:45 Discard changes
02:50 Document
02:53 Share
02:56 Enable contact access
02:58 Document editor

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Creating a document 25 Screens

Creating a document screenshot

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Home

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Create menu

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Editor

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Editor

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Add image

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Emoji picker

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Select image

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Image uploaded

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Editor

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Add block

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Upload image

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Image uploaded

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Insert table

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Editor

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Editor

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Add link

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Error

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Home

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Document

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Discard changes

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Document

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Share

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Enable contact access

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Document editor

Tasks 50 Screens

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Inbox

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Upcoming

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Comments

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Task details

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Edit task details

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Task details

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Inbox

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Snooze task

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Select date

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Checklist

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Checklist complete

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Workflow

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Create menu

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Run workflow

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Workflow

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Error

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Warning

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Invalid email warning

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Email sent

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Approve tasks

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Email added

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Inbox

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Dashboard

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Upcoming tasks

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Filter inbox

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Task

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Snooze task

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Active process checklist

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Account menu

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Members

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Bulk invite

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Invite teammate

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Recipient type

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Invite sent

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Dashboard

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Team members

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Invite sent

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Set access permissions

General browsing 87 Screens

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Home

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Create menu

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Create folder

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Folder created

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Action menu

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Move item

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Changes saved

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Tags

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Action menu

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Home

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Templates

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Workflow preview

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Tasks

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Workflow setup

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Process updated

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Set trigger

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Workflow preview

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Action menu

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Move item

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Success

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Workflow setup

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Run workflow

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Workflow preview

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Error

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Scheduled

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Workflow runs

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Filter

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Help widget

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Create an organization

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Create an organization

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Action menu

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Organizations

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Inbox

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Create an organization

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Home

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Inbox

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Account menu

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Changes saved

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Custom branding

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Properties

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Groups

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Import CSV

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Billing

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Activity feed

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Settings

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Billing

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Home

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Data set

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Data set

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Share

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Workflow runs

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Create view

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Home

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Landing page

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Product

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Dashboard

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Create folder

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Folder

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Move to folder

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Folder

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Select template

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Template preview

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Create process template

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Process template

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Edit process template

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Process template

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Run multiple checklists

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Dashboard

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Active process checklist

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Inbox

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Filter inbox

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Billing

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Choose plan

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Team members

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Edit profile

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Notification settings

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Activity feed

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Team members

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Team settings

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Dashboard

Onboarding 31 Screens

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Homepage

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Sign up

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Sign up

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Add company details

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Select use case

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Workflow

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Workflow

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Add details

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Workflow

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Workflow

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Workflow

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Edit workflow

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Confirm change

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Workflow

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Workflow runs

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Guided tour

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Guided tour

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Guided tour

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Tour complete

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Workflow

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Workflow runs

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Homepage

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Sign up

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Invite team

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Dashboard

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Active process checklist

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Guide tooltip

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Guide tooltip

Accepting an invite 7 Screens

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Invite email

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Create new password

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Enter name

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Invite email

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Sign up

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Dashboard

Creating a process 83 Screens

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Home

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Create menu

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Guide modal

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Workflow setup

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Set icon

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Emoji picker

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Add cover image

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Select image

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Add description

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Changes saved

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Set trigger

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Edit process template

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Set trigger

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Trigger links

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Create task

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Add details

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Add image

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Assign task

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Assigned

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Set due date

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Guide modal

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Changes saved

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Move item

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Approve tasks

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Automation rules

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Conditional logic

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Create conditional logic

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Create conditional logic

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Changes saved

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Delete task

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Process template

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Triggered emails

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Choose trigger

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Share with link

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Share

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Share

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Run workflow

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Process template

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Task completed

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Error

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Email sent

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Approve or reject

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Add message

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Add comment

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Comment saved

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Activity feed

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Members

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Workflow setup

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Dashboard

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Analytics

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Dashboard

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Template preview

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Process template overview

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Dashboard

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Dashboard

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Create process template

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Edit process template

Creating a process screenshot

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Edit process template

Creating a process screenshot

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Assign task

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Set due date

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What's a Stop Task?

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Task permissions

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Edit process template

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Add email to task

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Add form fields to task

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Add approval task

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Select tasks to approve

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Delete task

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Conditional logic

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Create conditional logic

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Process template

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Dashboard

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Process template overview

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Run process checklist

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Active process checklist

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Approve tasks

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Checklist complete

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Process template overview

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Dashboard

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Select template

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Template preview

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Create process template

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Process template

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