Transform tasks into headings and vice versa by adding or removing a colon : at the end of the item.Re-order your headings and tasks by dragging and dropping them into place.Add new tasks by hitting your Enter / Return key, and remove a task by hitting your Backspace / Delete key.Drag and drop your tasks or headings to re-order your headings and tasks as needed.Click the Task button from the bottom menu to add the main steps involved in your process.Click the Headings button from the bottom menu to add the big-picture categories, stages, milestones or sections of your process.Click the workflow’s name to open it and then click “ Edit” (If you don’t have a workflow yet, check back for guidance on starting a workflow).Here’s exactly how to outline your process Once you do this, you will be able to use your process immediately. Outlining your process means you will document the big-picture sections and steps involved. The easiest way to ensure your process gets off the ground from the get-go, though, is to simply outline the steps of your overall process.ĭoing this first is the best way to build a solid foundation, not only for your first documented process, but for all the rest of your processes to come. When documenting your business systems, there are layers of detail that you will eventually include so that your operations are set up to run like clockwork. Find out more about what you’ll learn from the program when you’re getting started. This lesson is part of our onboarding program. What is possible for you once you outline your processĮstimated time for this lesson ~ 10 minutes.How to overcome common challenges if you get stuck. Practical application of outlining your process.How to outline your process in Process Street.
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