Getting Started Checklist
Welcome to the Getting Started Checklist for SweetProcess! This guide will walk you through essential steps to effectively set up and utilize SweetProcess for your team. From creating procedures and policies to managing teams and assigning tasks, we've got you covered with detailed instructions and helpful resources.
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1Create a Procedure
Click the link below for step by step details on how to create your very first procedure:
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2Create a Policy
Click the link below for step by step details on how to create your very first policy:
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3Create 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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4Add a Procedure to a Process
Click the link below for step by step details on how to 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 to add an existing procedure to a process that you have already created:
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5Create a Team
Click the link below for step by step instructions on how to create a new team:
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6Add 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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7Make 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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8Add 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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9Add 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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10Add 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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11Assign a Procedure as a Task to an Employee
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... -
12Assign a Process as a Task to an Employee
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...