What is a Clustdoc Process?

What is a Clustdoc process

In Clustdoc, a process is a generic or standardized list of steps, tasks and instructions which need to be completed by stakeholders in order to:

• subscribe to one of your services: Eg. Service registration
• make a request: Eg. New client request
• apply to your programs: Eg. Grant application
• complete their work: Eg. Website redesign client intake
• start working with you: Eg. Partner onboarding

💈   Want to see Process examples? Check out this page.

How does it work?

Think of a Clustdoc process like a checklist of things written down for future clients or partners in order to help them get started.

You probably already have something like that today: an Excel spreadsheet, a Google doc, a PDF or even email.

Using Clustdoc, you'll be able to save this process in a digital format in your Clustdoc for your team to use it at any given time and run your common process checklists with every new stakeholder remotely and easily. 

A Clustdoc process for onboarding a client would be, as an example:

Adding building blocks (or Steps) to your checklist

These are the building blocks of your checklist. 

📌 Key elements of a Clustdoc Process

A process consists of four key elements:

•     Checklist of steps, tasks and instructions
•     Ideal Completion date & progress stages
•     Assignment rule (Stakeholder works first, team members review after)
•     Document-centric, routine workflow

Read More about Processes

1/ How to create a process 

2/How to create a multi-stakeholder process

3/How to display process steps based on specific criterias/rules

4/ Process examples