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Getting StartedYour First Process

Your First Process

This guide walks you through creating and running your first process in NextStep.

Create a new process

Click Create Process in the sidebar. You’ll have three options:

  • Start from a template — Browse 30+ ready-made templates  across HR, Operations, IT, Marketing, and more. Pick one and customise it.
  • Start from scratch — Enter a title and optional description, then build your process manually.
  • Use AI to create — Describe what your process should do and AI will generate a complete process with tasks, sections, and form fields.

See Creating a Process for more detail on each option.

Add tasks

Once your process is created, you’ll be in the process editor. Click Add Task to create your first task. Each task represents a step in your process.

You can add form elements to tasks — text fields, dropdowns, file uploads, checkboxes, and more. These are the fields that people will fill in when running your process.

You can also configure due dates, task dependencies, and assignments to control how tasks are completed and by whom.

Organise with sections

Group related tasks into sections to keep things organised. Sections are collapsible and can be colour-coded to make your process easy to follow.

Preview your process

Click Preview in the top right to simulate running your process. This lets you test the flow without creating a real instance. See Previewing a Process for more.

Publish your process

When you’re happy with your process, click Publish. This makes it available to run and share with others. See Publishing.

Run your process

There are several ways to run your published process:

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