Getting Started Checklist

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

  1. 1

     

    Create a Procedure.**

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

    sweetprocess.com/help/questions/4/how-do-i-cre...

  2. 2

     

    Create a Policy.**

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

    sweetprocess.com/help/questions/74/how-do-i-cr...

  3. 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:

    sweetprocess.com/help/questions/5/how-do-i-cre...

  4. 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:

    sweetprocess.com/help/questions/7/how-do-i-add...

  5. 5

     

    Create a Team.**

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

    sweetprocess.com/help/questions/8/how-do-i-cre...

  6. 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:

    sweetprocess.com/help/questions/11/how-do-i-ad...

  7. 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:

    sweetprocess.com/help/questions/28/how-do-i-ma...

  8. 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:

    sweetprocess.com/help/questions/9/how-do-i-add...

  9. 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:

    sweetprocess.com/help/questions/120/how-do-i-a...

  10. 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:

    sweetprocess.com/help/questions/10/how-do-i-ad...

  11. 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/help/questions/12/how-do-i-as...

  12. 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/help/questions/13/how-do-i-as...

If you still have a question, we’re here to help. Contact us.