Creating a Process

There are three ways to create a process in NextStep.

Start from a Template

Browse our library of 30+ ready-made templates across HR, Operations, IT, Marketing, and more. Pick one that fits your use case, customise it, and you’re ready to go.

1. Click Create Process in the sidebar.
2. Select Start from a template.
3. Browse by category or search for what you need.
4. Click Use Template to create a new process based on it.

You can also browse all templates at getnextstep.io/templates . For more details, see the Using Templates guide.

Start from Scratch

1. Click Create Process in the sidebar.
2. Select Start from scratch.
3. Enter a Title (required) and an optional Description.
4. Click Create to open the process editor where you can add tasks, sections, and form elements.

Use AI to Create

1. Click Create Process in the sidebar.
2. Select Use AI to create.
3. Optionally enter a title — AI can generate one for you.
4. In the Context field, describe what your process should accomplish. Be as specific as possible for better results.
5. Click Generate and AI will create a complete process with tasks, sections, descriptions, and form fields.

For tips on getting the best results, see the AI Process Generation guide.

Next steps

Once your process is created, you’ll be taken to the process editor. Here’s what you can do next:

Build out your tasks

• Adding Tasks — add and organise tasks within your process
• Form Elements — add text fields, dropdowns, file uploads, checkboxes, and more
• Task Dependencies — lock tasks until prerequisite tasks are completed
• Task Assignment & Visibility — assign tasks to team members and control who can see what
• Due Dates — set static or dynamic due dates with business day support
• Task Types — standard tasks vs approval tasks

Organise and publish

• Adding Sections — group related tasks into collapsible sections
• Process Icons & Cover Images — customise how your process looks
• Process Settings — configure comments, completion notifications, and more
• Previewing — test your process before publishing
• Publishing — publish to start running your process

Run your process

• Running via Link — share a direct link to start a new run
• Sharing via Email — send email invitations to run the process
• Guest Access — let external users run processes without an account
• Setting Up a Schedule — automate recurring runs on a daily, weekly, or monthly cadence