Getting Started Checklist

Here are the steps to follow to get started with SweetProcess:

Step 1: Create a Procedure.

Click the link below for step by step details on how to create your very first procedure:

https://www.sweetprocess.com/help/questions/4/how-do-i-create-a-procedure/

Step 2: Create a Policy.

Click the link below for step by step details on how to create your very first policy:

https://www.sweetprocess.com/help/questions/74/how-do-i-create-a-policy/

Step 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:

https://www.sweetprocess.com/help/questions/5/how-do-i-create-a-process/

Step 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:

https://www.sweetprocess.com/help/questions/6/how-do-i-add-a-new-procedure-to-a-process/

Click the link below for step by step details on how add an existing procedure to a process that you have already created:

https://www.sweetprocess.com/help/questions/7/how-do-i-add-an-existing-procedure-to-a-process/

Step 5: Create a Team.

Click the link below for step by step instructions on how to create a new team:

https://www.sweetprocess.com/help/questions/8/how-do-i-create-a-team/

Step 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:

https://www.sweetprocess.com/help/questions/11/how-do-i-add-an-employee-to-a-team/

Step 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:

https://www.sweetprocess.com/help/questions/28/how-do-i-make-an-employee-a-manager-of-a-team-so-that-they-can-edit-procedures-and-processes-within-that-team/

Step 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:

https://www.sweetprocess.com/help/questions/9/how-do-i-add-a-procedure-to-a-team/

Step 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:

https://www.sweetprocess.com/help/questions/120/how-do-i-add-a-policy-to-a-team/

Step 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:

https://www.sweetprocess.com/help/questions/10/how-do-i-add-a-process-to-a-team/

Step 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:

https://www.sweetprocess.com/help/questions/12/how-do-i-assign-a-procedure-as-a-task-to-an-employee/

Step 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:

https://www.sweetprocess.com/help/questions/13/how-do-i-assign-a-process-as-a-task-to-an-employee/

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