Getting Started Checklist
Here are the steps to follow to get started with SweetProcess:
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1
Create a Procedure.**
Click the link below for step by step details on how to create your very first procedure:
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2
Create a Policy.**
Click the link below for step by step details on how to create your very first policy:
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3
Create a Process.**
When documenting a big task it makes sense to break it down into it's individual parts and then create a procedure for each part of the task. After which you can add these related procedures into a Process.
Click the link below for instructions on how to create a new process:
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4
Add a Procedure to a Process.**
Click the link below for step by step details on how add a new procedure to a process that you have already created:
sweetprocess.com/help/questions/6/how-do-i-add...
Click the link below for step by step details on how add an existing procedure to a process that you have already created:
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5
Create a Team.**
Click the link below for step by step instructions on how to create a new team:
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6
Add an Employee to a Team.**
Click the link below for step by step instructions on how to add an employee to a team:
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7
Make an Employee a Manager of a team.**
Click the link below for step by step instructions on how to make an employee a manager of a team:
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8
Add a Procedure to a Team.**
Click the link below for step by step instructions on how to add a procedure to a team:
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9
Add a Policy to a Team.**
Click the link below for step by step instructions on how to add a policy to a team:
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10
Add a Process to a Team.**
Click the link below for step by step instructions on how to add a process to a team:
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11
Assign a Procedure as a Task to one of your employees.**
Click the link below for step by step instructions on how to assign a procedure as a task to an employee:
sweetprocess.com/kb/8LBTequD/article/v0I2fVj6K... -
12
Assign a Process as a Task to one of your employees.**
Click the link below for step by step instructions on how to assign a process as a task to an employee:
sweetprocess.com/kb/8LBTequD/article/v0I2fVj6K...