SweetProcess Self-Help Tutorials

Do you have a question on how to use a specific feature of SweetProcess? You have come to the right place! Scroll down for the answer to your question.

If you do not see an answer to your specific question send an email to "support@sweetprocess.com" by clicking here.
  1. 1

    What is the quickest and easiest way to document a procedure?

    The quickest and easiest way to a document procedure for a repetitive task you already know
    how to do is to create a "Minimum Viable Procedure"; a skeleton procedure that
    has only the title of the procedure and the titles of each step of the task. Essentially
    you do not have to fill out the details each step just yet, I will explain.

    Just like when a house is being built, the builder first starts with the foundation (<<<--- the title of the procedure)
    and then erects the wooden/iron framework for the house (<<<--- the title of each step in the procedure).
    Then later they add in the walls based on the framework (<<<--- the details of each step in the procedure).

    So whenever you are about to start working on a repetitive task create a Minimum Viable Procedure
    with just the title of the procedure and as you get work through the task enter in the title of each step of the task.
    Do not enter in the details of each step.

    Later on get your more experienced staff or managers to enter in the details for you.

    Then once they are done entering in the details of each step, review the entire procedure
    and test it to make sure it delivers the results you want and it is easy to follow.

    If you do not have an experienced staff or manager who can enter in the details, you
    can complete the procedure by gradually filling out a step each time you carry out the task until
    all the details for each step in the procedure are completely documented.

    Click the link below for an example of a Minimum Viable Procedure:
    https://www.sweetprocess.com/procedures/7039/example-of-a-minimum-viable-procedure/
  2. 2

    How do I Create a Procedure?

    Click the link below for step by step details on how to create your very first procedure:
    sweetprocess.com/procedures/1768/how-to-create...
  3. 3

    How do I Assign a Procedure to one of my employees?

    Click the link below for step by step details on how to assign the procedure to an employee:
    sweetprocess.com/procedures/251/how-to-assign-...
  4. 4

    How do I Assign a Task to one of my employees?

    After you have documented a procedure, you can assign a task to your employee based on the procedure, schedule when the task is due and SweetProcess will notify your employee and track the progress of the task until completion!

    Click the link below for step by step details on how to assign a task to an employee:
    sweetprocess.com/procedures/4918/how-to-assign...
  5. 5

    How do I Add a Manager to my account?

    You can designate an employee as a Manager within your SweetProcess account so that he/she can help you create and/or edit procedures. Also as a manager, they will be able to assign tasks to your employees as well.

    Click the link below for step by step details on how to add a manager to your account:
    sweetprocess.com/procedures/6009/how-to-add-a-...
  6. 6

    How do I download a PDF copy of my procedure?

    Click the link below for step by step details on how to download a PDF copy of a procedure:
    sweetprocess.com/procedures/2231/how-to-downlo...
  7. 7

    How do I add Nested Bullet points to a procedure?

    Click the link below for step by step details on how to add nested bullet points to a procedure:
    https://www.sweetprocess.com/procedures/1755/nested-bullet-points/
  8. 8

    How do I Create a New Process?

    Sometimes it make sense to group together individual procedures into a Process. Click the link below for instructions on how to create a new process:
    https://www.sweetprocess.com/procedures/7655/how-to-create-a-new-process/
  9. 9

    How do I add a new procedure to an existing process?

    Click the link below for step by step details on how add a new procedure to a process that you have already created:
    https://www.sweetprocess.com/procedures/7657/how-to-add-a-new-procedure-to-an-existing-process/
  10. 10

    How do I add an existing procedure to a process?

    Click the link below for details on how to add an existing procedure to a process that you have already create or a new process:
    sweetprocess.com/procedures/7660/how-to-add-an...
  11. 11

    How do I drag and drop image screenshots into SweetProcess?

    Click the link below to see how easy it is to use a free screen-capturing tool like Skitch to create a screenshot image so that you can drag and drop it into SweetProcess:
    sweetprocess.com/procedures/11341/how-to-drag-...
  12. 12

    How do I create a Team?

    Click the link below to discover how to create a functional team/group within SweetProcess:
    https://www.sweetprocess.com/procedures/11803/how-to-create-a-team/
  13. 13

    How do I add an Employee to a Team?

    Click the link below to discover how to add an employee to a functional team/group within SweetProcess:
    https://www.sweetprocess.com/procedures/11804/how-to-add-an-employee-to-a-team/
  14. 14

    How do I add a Procedure to a Team?

    Click the link below to discover how to add a procedure to a functional team/group within SweetProcess:
    https://www.sweetprocess.com/procedures/11806/how-to-add-a-procedure-to-a-team/
  15. 15

    How do I add a Process to a Team?

    Click the link below to discover how to add a process to a functional team/group within SweetProcess:
    https://www.sweetprocess.com/procedures/11807/how-to-add-a-process-to-a-team/
  16. 16

    How do I embed a Procedure onto my Website?

    Click the link below to learn how to embed a procedure onto your website:
    https://www.sweetprocess.com/procedures/11942/how-to-embed-a-procedure-onto-a-website/