The Process Street

MARCH 25, 2021

You can either create your own process knowledge base using an application like Microsoft Office or Google docs, or you can use process documentation software, like Process Street. Some of the templates for diversity initiatives include: Diversity Hiring Process Template. Diversity Training Process.

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The Process Street

FEBRUARY 21, 2022

Once you’ve built them from scratch or using a template, it’s easy to make any kind of revisions as required, such as when processes change or when new members are added into the mix. Document sharing apps like Google Docs to make collaboration easier.

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Work From Home 111

The Process Street

OCTOBER 16, 2023

I didn’t know anything about it, but I thought, you know, there’s got to be templates. Streamlining Onboarding with Checklists We’re spending an inordinate amount of time teaching people how to find our Google Drive, how to find our Slack. Can you do that?” There’s got to be some way to do it.

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Freelance Human Resources Social Media Management Technology 59

Knackly

DECEMBER 14, 2023

The point is to eliminate manual, repetitive work, like “find/replace” in a Word “template” that, often, still has the last client’s information in it. Instead, the system relies on true templates that automatically select clauses, signature blocks, fill in variables, and assemble every document you require in seconds.

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The Process Street

FEBRUARY 3, 2021

Through research and firmographics, we know that this type of company tends to manage their processes using basic platforms like Excel or Google Docs or heavy-going project management software such as Asana. She can track progress from the checklist dashboard to make sure people are completing their tasks.

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Project Management Document Management Education 111

LawSites

NOVEMBER 3, 2022

In news that had me checking my calendar to see if it is April 1, the practice management company Filevine says that, as part of a new Document Assembly feature, it has developed a proprietary document format, “ vine,” that it believes will replace Microsoft Word and Google Docs in the legal industry.

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The Process Street

MAY 7, 2021

This can be done via iMessage, pre-recorded video/audio, making suggestions to an existing project (think: Google Docs / Sheets , Github , Jira ). Process Street: We use Process Street to document workflows and business processes , and to manage procedures via templates. Asynchronous communication tools for remote teams.

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Human Resources 131

LawSites

NOVEMBER 16, 2022

vine,” that it said would replace Microsoft Word and Google Docs in the legal industry. It was d eveloped by the contract lifecycle management company Outlaw , which Filevine acquired in 2021 , as a legal template management system for drafting contracts. It is a document templating and assembly format. See, Say What?

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The Process Street

JANUARY 6, 2021

How to create your own DACI framework (with free template). is a DACI model which is a slightly expanded version of the one I use in our free template ( walkthrough below ). Combining this play with our DACI template is an effective way to get your team started with DACI on the right foot. What is DACI? Step 1: Initial setup.

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Freelance Drafting 71

The Process Street

DECEMBER 9, 2020

Process Street has a host of free template resources available in our template library, designed to inform, engage, and train employees. Pros : With Process Street you can document your employee onboarding processes in templates to identify errors, remove bottlenecks, and optimize your employee onboarding approach. Price : $6.67/month.

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The Process Street

DECEMBER 2, 2020

The Salesforce team use Process Street templates to collaborate and share internal processes. Templates are like master documents that keep track of all of their most important operational procedures. Because Process Street’s templates and checklists are stored on the cloud, they can be accessed from anywhere at any time.

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Education 90

The Process Street

OCTOBER 15, 2021

For example, to build a general daily tasks runbook inside Process Street you could use this template as a starting point: Runbook documentation is precise. While the process above can’t cater to your systems and existing procedures, it can act as a demonstration or template you can fill in with your common daily tasks.

Contract 98

Contract 98

The Process Street

FEBRUARY 28, 2023

You could write a business proposal using a document authoring tool, such as Word or Google Docs, and then send it to your client via email. To get this template, log in and add it to your account. To give yourself the best chance of success, why not use a business proposal template?

Contract 52

Contract 52

The Process Street

AUGUST 25, 2021

When you open a given workflow, you’ll now see an “Automation” tab in the top left corner, next to the template tab. For more information on how you can do this, read Zapier’s automation help page for Process Street. By using Process Street’s Automation feature. Clicking that tab will enable you to set up your automation.

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Attorney at Work

APRIL 15, 2022

When you open the app and create a new notebook, you can choose from a variety of different templates including legal paper. You can also customize it and upload your own templates. I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes.

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The Process Street

FEBRUARY 17, 2023

With automations , you can create a few templates and then send them out in bulk. Platforms like Google Drive , Dropbox , and OneDrive can prove useful, especially if you have a remote team. Tools such as Google Docs and SharePoint facilitate cooperation. What about all the emails that are yet to be written?

Technology 52

Technology Work From Home Project Management Manufacturing 52

The Process Street

APRIL 13, 2022

If you just came for the template, go ahead and nab it here. This includes the blog title, a link to the Google Doc containing the copy (you can also use the file widget to upload most file types if you prefer), and meta info here. How did this one process impact our productivity? Let’s get to it!

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The Process Street

DECEMBER 3, 2020

Before we dive any deeper, if you just came here for a quick list of the best form automation software, then take your pick: Google Forms. Form automation software that offers time-saving features like auto-fill forms or premade templates can help you to rapidly build and deploy workflows that automate recurring manual tasks.

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Document Management Contract 52

The Process Street

FEBRUARY 1, 2021

Here at Process Street , we know a thing or two about HR best practices – and have a wealth of pre-made templates to boot. You can use something as simple as Google Docs and Notion , or go with a full human resource information system (HRIS) like BambooHR or Oracle. Wellbeing checks.

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Human Resources Education Technology Legal 93

The Process Street

OCTOBER 4, 2021

Google used people analytics to determine how many interviews a candidate should have before being made an offer and even which questions should be asked during those interviews to identify the best candidates for the role. I mean, if it’s good enough for Google, right? Every team has recurring processes.

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Human Resources Government Data Management Project Management 114

Attorney at Work

AUGUST 27, 2021

Like a practice management workflow, you can create templates for oft-used projects and processes — i.e., new client intake with all the necessary steps listed, staff assignments, and deadlines. You may fully embrace collaboration in a Google doc, but your client, colleague or co-counsel may find it difficult and confusing.

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