Search for:

• User Guides
  • Getting Started
    • How to Login to Your Account
    • Logging out
    • Password Recovery
    • Dashboard
    • Right Side Navigation Bar
  • Organization Chart
    • Organization Chart Tutorial
    • Zooming in and out
    • Editing Position Titles
    • Adding Positions
    • Moving Positions
    • Moving Managerial Positions
    • Deleting Positions
    • Printing the Organizational Chart
    • Moving the Organizational Chart
  • Job Descriptions
    • Edit the Job Description Title and Objective
    • Removing Processes from Job Descriptions
    • Re-ordering Processes on Job Descriptions
    • Adding Processes to Job Descriptions
    • Print / Download Job
    • Descriptions and Operating Mannuals
  • Four Key Functions
    • Four Key Functions
    • Sub Functions
    • Adding Processes to the Four Functions
    • Deleting Processes
    • Moving Processes from One Key Function to Another
    • Moving / Recording Processes within a Key Function
    • Printing Process Lists
    • Process Color Identification
    • Mark a Process as Complete
    • Adding From a Process Library
  • Process Documentation Tools
    • Documenting Work Processes
    • Edit Title and Objective of Process
    • Creating New Process Tools
    • Editing Existing Process Tools
    • Delete a Process Tool
    • The Deleted Folder
    • Archiving a Process Tool and The Archive Folder
    • Printing Process Tools
    • Saving Process Tools
    • Reordering Process Tools
    • Inserting a Hyperlink
    • Building Work Plans
    • Deleting Tasks and Expectations
    • Editing Existing Tasks and Expectations
    • Check Lists
    • Scripts
    • Upload Files
    • Documents
    • Custom Forms
    • Policy Notes
    • Video
    • Audio
    • Using AI to Build Process Tools
  • Control Panel
    • What is the Control Panel?
    • Accessing Your Control Panel
    • Organizing Processes in Control Panels
    • Completing Process Tools in Control Panels
    • Printing Saved Process Tools
    • Deleting Saved Process Tools
    • The Saved Folder
    • Trained
  • Management Review
    • What is Management Review?
    • Accessing Management Review
    • Training an Employee in Management Review
    • Marking a Process Tool Master as Trained
    • Organizing Processes for Control Panels Inside of Management Review
  • Process Assignment
    • Process Assignment Tutorial
    • Selecting an Employee for an Assignment
    • Choosing a Process to Assign & Assignment Notifications
    • Assigning a Process, Editing an Assignment & Completed Assignments
    • Process Assignments for Staff
  • Reports
    • Running a Report
  • Account Administration
    • What is Account Administration
    • User Accounts
    • User List
    • Creating New Users
    • Deleting a User
    • Profile
    • User Access
    • Creating Control Panel Access in Account Administration
    • Account Settings
    • Updating Contact Information
    • Changing Header Color and Text Color
    • Uploading Your Logo
    • Header Display
    • Upgrade Account
  • User Settings
    • User Settings
    • Changing Username and Password
• Training Webinars
  • Touchstone Technical Training
  • Strategy Webinars
• How to Videos
  • Getting Started
  • Process of the Week
  • How-to Videos
  • Nexstar Videos
• Contact Support
  • Support

1. Select a process from a Job Description or one of the Four Functions.
2. Choose a process tool from the left.
3. Enter the title and objective for the process tool, then click the blue button to create your process tool. The button text will vary depending on the tool type (e.g., “Create Work Plan,” “Create Script”)
   
4. The title will appear under the correct heading in the process tools outline.
5. You can create multiple process tools of each type (e.g., Work Plans, Scripts, Checklists) under a single process.
   

---

Continue below for additional resources:

• Documenting Work Processes
• Edit Title and Objective of Process
• Editing Existing Process Tools
• Delete a Process Tool
• The Deleted Folder
• Archiving a Process Tool and the Archive Folder
• Printing and Downloading Process Tools
• Saving Process Tools
• Reordering Process Tools and Process Tool Items
• Inserting a Hyperlink
• Building Work Plans
• Deleting Tasks and Expectations
• Editing Existing Tasks and Expectations
• Check Lists
• Scripts
• Upload Files
• Documents
• Custom Forms
• Policy Notes
• Video
• Audio
• Using AI to Build Process Tools