Tutorial Process Checklist Template

Welcome to the Task Sidebar.

Each task can contain:

• Rich text with formatting (headings, bullets, numbered lists, quotes)

• Form inputs to capture information (text, dates, dropdowns, checkboxes, and more)

• Images and file uploads

Complete this task to continue.

Tasks can include form fields to capture information. Fill in the required fields below to complete this task.

Required fields ensure important information is captured before moving forward.

Dependencies ensure tasks are completed in the right order. This task was locked until you completed the previous one.

You can set up dependencies in the process creator to control the flow of your process.

You can create a process from:

• The left sidebar — click Create/Run

• The Process Library

You can also use AI to generate a process or start from a template.

In the process creator, hover over a section to add new tasks.

You can also add sections to organize tasks into groups — each section can have its own color to make your process easy to scan.

Click on task titles or descriptions to edit them inline.

Each task can include rich content and form inputs:

• Text with formatting, images, and file uploads

• Inputs: short text, long text, number, date, checkbox, multi-select, dropdown, website, email

You can drag to reorder, rename labels, toggle fields as required, and duplicate or delete them.

Before publishing, test your process with Preview Mode in the top bar.

In preview mode, you can complete tasks as if the process were live. Progress resets when you turn it off.

When you're ready, publish your process from the top bar.

Once published, you can run the process. Each run is a separate instance — changes you make to the process afterwards won't affect runs already in progress.

Run a process from the process creator (top bar) or from the Dashboard.

You can manage all your running processes from the Dashboard.

You can send a running process directly to someone via email. They'll receive a link to complete the process — no login required.

You can also share a reusable link that lets anyone start a new run of your process.

This is great for onboarding, client workflows, surveys, and anything where external participants are involved.

Set up processes to run automatically on a schedule — daily, weekly, monthly, or yearly.

Scheduled processes are great for recurring check-ins, weekly reviews, monthly reports, and any routine that needs to happen on a regular cadence.

You can pause, edit, and manage schedules at any time.

You can assign specific team members to individual tasks so everyone knows who's responsible for what.

Assigned members receive notifications when it's their turn, and you can track who completed each task.

Add due dates to tasks to keep things on track. NextStep supports dynamic due dates that automatically calculate based on when a previous task was completed.

You can set timeframes in minutes, hours, days, or months — and choose whether to count business days only.

Webhooks let you send data to external tools when events happen in your processes — like when a task is completed or a process finishes.

You can use webhooks with tools like Zapier, Make, or your own server to automate follow-up actions.

Set up webhooks from the Manage page.

The Dashboard shows all your running processes, next tasks, and completion progress at a glance.

You can also view analytics to see how your processes are performing over time.