Process Street Essentials

Name: Process Street Essentials
Rating: 4.8 (9 reviews)

How to implement your first workflow and understanding the basic principles and objects of Process Street

Created byDominic Schrof

Last updated 12/2024

English

What you'll learn

Basic understanding of the Process Street platform and princibles
Start using workflows with input and content fields
Understand the different task types and how to use these
Get an understanding of DataSets, how to use them in your workflows and setup automations from DataSets or workflows
Build your first forms to collect information, trigger workflows or store the data permanently in a DataSet
Basic understanding of how to manage your work and the work of your team

Course content

3 sections • 7 lectures • 30m total length

Intro & Content2:07
Welcome to the course on Process street essentials.
We tell you who we are, why we designed this course and for whom.
The content of the single chapters is wrapped up to give you a comprehensive overview of what to expect.
Basic concepts and objects of the Process Street platform5:00
In this video on basic concepts and objects we will introduce you to the main objects workflow, data sets, forms and pages.
Workflow consist of single tasks that can be brought into the right order, be filled with input and description fields, assigned to some person or team and deadlines be set.
The different objects can be linked to store or reuse data or to trigger automations.

Navigation, Library and Configuration2:54
In this video we guide you through the whole platform and all navigation elements, so that you get an overview of where to find what and what's it good for.
Workflows and how to create your first one7:32
In this video we go more into detail on workflows and workflow runs.
You will learn how to create your first workflow from scratch and get it up and running.
Data Sets4:19
This lesson tells you more about data sets and how to store data that can be reused in workflows or forms.
We will show you how to use it as a source for standardized drop-down-fields in your workflow.
Forms4:57
In this video we go more into detail on forms.
We will guide to through setting up your first form and how to connect this to your workflow as a trigger to automatically run your workflow.
Process Street basic objects

Requirements

Process Street Account recommended

Description

Are you ready to take control of your workflows and automate repetitive processes? Welcome to Process Street Essentials, the ultimate beginner-friendly course designed to help you master the core functionalities of Process Street, a leading process automation and workflow management platform.

In today’s fast-paced world, managing tasks efficiently is the key to success. Whether you're a project manager, entrepreneur, team leader, or simply someone looking to streamline their daily operations, this course is for you. Process Street empowers you to create, optimize, and automate workflows that save time and reduce errors, allowing you to focus on what truly matters.

What You’ll Learn:

Introduction to Process Street: Understand what Process Street is and how it fits into your workflow management needs.
Navigating the Platform: Get a comprehensive tour of the my work dashboard and the library
Building Workflows: Learn how to create and manage powerful workflows that drive your processes efficiently.
Advanced Features: Explore features like conditional logic, task assignments and automations build on forms
Workflow Automation: Understand how to automate routine tasks
Collaboration and Teamwork: Learn best practices for collaborating with teams, assigning roles, and ensuring accountability.
Real-World Applications: Apply your knowledge to real-life scenarios with examples from HR onboarding that are applicable to other departments as well.

Why Choose This Course?

This course breaks down complex concepts into simple, actionable steps. Each lesson is packed with hands-on exercises and real-world examples, ensuring you not only understand but can confidently apply the skills you learn. By the end of this course, you’ll have a fully functional workflow ready to use and the knowledge to build more as your needs evolve.

Who Should Take This Course?

Beginners with no prior experience in process automation.
Professionals seeking to improve team efficiency and task management.
Entrepreneurs and small business owners aiming to optimize their operations.

Course Highlights:

Bite-sized, easy-to-follow video lessons.
Lifetime access to course materials.

Join Process Street Essentials today and take the first step toward mastering process automation. Start building workflows that work for you, not the other way around! Whether you’re just starting out or looking for a better way to manage your processes, this course will empower you to succeed.

Enroll now and let’s streamline your success together!

Who this course is for:

Process manager
Workflow engineer
Business analyst
Process owner
Zapier automation engineer
Microsoft PowerAutomate Engineer
Microsoft PowerPlatform Engineer
Process Street User

Process Street Essentials

What you'll learn

Explore related topics

Course content

Intro, Content and basic concepts of the Process Street platform2 lectures • 7min

Process Street Elements4 lectures • 20min

Manage your work & summary1 lecture • 4min

Requirements

Description

Who this course is for: